Great video thanks @Tasmanbubble, it was good to hear comments from a metallurgist and a mining engineer that are now in fund management.
They seem to have a deep understanding about cycles.
I bought my first parcel of WC8 last week because it fills a gap in my portfolio (of lithium stocks).
I have PLS, (a mature producer), SYA, (a new producer, CXL, (lithium mid and downstream technology) and now I have WC8 (pre production).
It would be great if the developing companies could catch up to PLS but I think it more likely that m & a will play some role.
Then again, they may all be stand alone successes in their own right.
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