I think it's more it's intention or growth profile in the Li biz that will not be fully appreciated. I can't see a lot of the big boys not knowing about the Li buy given the size and profile of the raising and divestment of the gold. Both were very topical. Thing is, IGO and OZL along with FMG & MIN are very visible because of their size being the tier after BHP & Rio. If you mean would one of the big international oilies like Exxon or Chevron have a go to help move their profile to green I guess it's a reasonable possibility. Then there's the issue of a straight-out shortage of LiOH for batteries that a manufacturer like LG Chem may want but I note even with all it's big talk (with him it's always big & talk) Tesla didn't buy a nickel producer he did a supply deal. That could change with the urgency that seems to be appearing.
All IMVHO
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I think it's more it's intention or growth profile in the Li biz...
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