I agree with you if Delta does not have other 2 big holders in Waratah and Idemitsu. I Reseach them especially Idemitsu and its plan to make Solid state battery with Toyota and must be producing Solid state by 2027 (yes just another 4 years) and Waratah big investmetn in renewal. Where Idemitsu and Waratah will get the Lithium from? Both Waratah and Idemitsu now hold almost 30% that is blocking stake so CE cannot TO with low ball. This is unique position that I am content with.
Ann: Yinnetharra and Mt Ida Exploration Update, page-25
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