Thanks @dynofish. Reading into the article further, comments made about revisions to UG mine (PMT) the higher grade ore 2%ore 22MT currently to compete with GReenbushes high grade low cost operations. I believe LTR has this optionality likely factored in also which puts them ahead of the game....
Thats my take on the article... I'll paste the link below
https://unauthorised investment advice/resources/shaaki-t-off-ken-brinsden-says-canadian-mine-study-shows-lithium-prices-have-to-rise/
ASX Today, page-43011
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