ESS is being stalked by two players - IGO/Tianqi (refinery in Kwinana) and Mineral Resources who have Albemarle as a JV partner with a refinery in Kemerton.
If ARE can get some real strong hits of Li within these pegmatites it should be able to get some upside.
ESS - current MC - $150M versus ARE MC - $10m
Would be happy to see this SP lift from the floor price its traded over the last year.
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Ann: Thick pegmatite intercepts from surface at Higginsville, page-9
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