I think it's the lithium price but I'm happy enough to hear what Matt Dusci has to say tomorrow. He may even give a date when their review and rescheduling will come out, it may make it turn on a dime. In that, I'm saying I think the fall is way past the Ni-based write-down.
From all the presentations of Li concentrate from developers they are going to need refiners like IGO has one built and one building plus a template for more.
As far as I'm concerned that's where the real profitability is.
All IMVHO.
I think it's the lithium price but I'm happy enough to hear what...
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$5.80 |
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| IGO (ASX) Chart |