Lithium Related Media Articles, page-24535

Out of no fault of ours - Investors always measure the "value" by the "current" spot prices of commodities their mines produce. Whereas the true reflection of value in the long run are:

a) Quality of deposit: KV is one of the best in the world
b) Quality of Engineering, Construction, Ramp up etc: KV is world class engineering and construction. Fully constructed and fully funded to complete the ramp up that is ongoing but so far no issues
c) Position on the cost curve: KV is not as good as Greenbushes but it is still firmly to the left of the cost curve. Once the ramp up is complete management focus will be on optimisation and costs.
d) Long term fundamentals of the commodity: Lithium may be down today but longer term its fundamentals are solid
e) Partners: solid credit worthy partners like Tesla, LG etc here.

If I take a step back from the short term lithium prices and look at all of these other value drivers - I feel we have a real bargain at 67c. I bought more!

Not and advice - DYOR