Ann: Drilling Delivers Thick High-Grade Mineralisation, page-7

With each assay result the appeal of this Li resource becomes more compelling.
-Re-confirmation of near term revenue via DSO
-continued uptick in Li spod pricing
-YoY growth in demand leading to structural deficit in supply and delays in bringing additional product to market by other players in the sector
-Ganfeng effectively acting as a relative mitigation to sovereign risk
-increasing validation of Simon Hay's conviction to leave AKE post GXY merger Ocobre
-superior cost profile compared to Australian counterparts
-continued reduction in execution risk with confirmation of capex requirements through construction

Perhaps we are starting to see the extent of the opportunity Simon saw.

My only fear is that this is becoming increasingly attractive as a TO proposition....

V