The point has been made already...but the Benchmarking section of the presentation really drills home our advantage. When our peers look to diversify into brine, there ain't going to be many cheap opportunities available given the 'robust Li macro outlook'
We're perfectly placed. When I bought my first GXY shares back in mid-2017 it had been 'doom and gloom' on HC for months, punctuated by posters like AC continuing to outline the fundamentals and providing much needed perspective. Stocks are an emotional rollercoaster. I just needed to select the right entry point. Then we went on a spectacular run, peaking above $4. Scenes!
Up until the last week or two, the sentiment has been very 'mid-2017'. But right now, the SP is still incredible value imo. Will history repeat itself and the SP go on a sustained run upwards? One would hope so.
Cxs
