"...demand will rise 10 times on 2020 levels by 2030"
I hear there is quite a bit of CHEAP lithium in Africa, especially in the DRC.
Might have better luck there than in Serbia, but I would not be taking that bet!
Even IF you were to put a shovel in the ground TODAY, you would not be in production until 2030 at the earliest.
Tony had the foresight to preorder long lead items eighteen months in advance. That window of opportunity has closed with the lead times blown well and truly out.
Wonder why that might be??? Could it be because they are either in production NOW, or very soon will be?
BORROWED (place this over the "hard cash" text, as HC do not like spaces.)
Looks someone forgot their morning caffein. She's already done that. And, what IF it is not the shareholders liking?
I believe it too, but The Poor Man Pays Twice, but in your case that might be thrice (Serbia, James Bay), or even four times.
<snip> rest of article
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