Hi BlackSteel. Who said I lost. I commented on the potential supply side issues with Greenbushes doubling output. These issues are still there, the spodumene plays are in the top half of the cost curve, and the feasibility studies published by LPD, EMH and PLH all suggest the micas will be in the lower half of the cost curve.
In this post I'm commenting on a debt instrument which seems to be disguised as a free option which has been issued to a closed circle - did you get a chance to invest? - it will be interesting to see what names are against this debt, but this is detail we probably won't see except for what appears in the 1H18 Financial Report.
Although I'm/we are happy to ride the momentum - as blind as it may be in some of these lithium stocks - doesn't mean we should just let management do what it wants!
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Hi BlackSteel. Who said I lost. I commented on the potential...
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