Maybe you are right J and J I have no idea how it will all play out. I agree deep hard rock must surely be tough but LTR seem confident - I agree brines have political and environmental issues and I am not sure about DLE.
Lithium might bounce hard - most of the African mines either have huge commissioning problems -as we predicted- or are in countries like Mali which have Islamist issues. Apart from Sigma where are the new mines -and now we learn a lepidolite mine closed in China. Lithium might bounce hard - but not my focus at the moment - building some great relationships and deals on uranium and full speed ahead on iron ore in Guinea.
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