SLM is currently capped at 36 million. GNM is currently capped at 16 million with no spodumene.
This is currently ridiculously cheap given the fact that coarse 1-meter-long spodumene crystals have been identified and the average grade is 6.94%
A genuine rerate is occurring here and I don't see how any dip won't be absolutely gobbled up as this re-rates to fair value.
Ann: OzAurum Acquires Lithium Project in Brazil, page-15
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