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ASN General Discussion, page-17749

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    I don't have any additional info that hasn't been released by the coy or shared on HC. This hearing is regarding production and reinjection wells at the GR site. Its clear that GR has taken pole postion from Paradox due to being on private land requiring only local and state approvals, unlike the BLM/SUWA headwinds delaying Paradox.

    I actually think they are doing a great job of navigating a variety of obstacles, pivoting to areas that can provide the best value add (this also applies to YC, although I reckon they were a little slow to respond to the rising U sector).

    Unfortunately, this also means things take longer than hoped, during which time the market makers can push the SP around as they please, which is not at helped by current Li sector sentiment.



    Last edited by strazza: 16/01/24
 
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