I like to invest in companies which have made a discovery (of...

I like to invest in companies which have made a discovery (of certain minerals, in a Tier 1 jurisdiction, with access from existing infrastructure) and with more discovery promised, and importantly a defined path to production which they are actively following. These are my exploration/production companies.

I hate companies which sit on their hands.

PFE, can, by my metrics, be said to have made a discovery (sure it will be confirmed from the well reentry) because the history of Smackover is compelling, and the involvement of the worlds biggest lithium companies is compelling also.

Now firm comment confirming the path to production via DLE is excellent news.

So IMO anyone who does not have PFE in their Li portfolio, or has it high on their watch, is running on a flat battery.

DYOR and GL