for my mind, the fundamentals don't change i.e it's always been...

for my mind, the fundamentals don't change i.e it's always been a long term investment/hold regardless of SP volatility. Like any investment it may not come to anything but that's personal risk appetite. Agreed it's taken longer than everyone would like and markets can often appear irrational but when you turn down the noise I'd come back to a few key points:

• Less than six months out from FID
• SP @ 23c now includes JV funding, US govt debt facility, Buckwheat protection and they're further down the timeline etc - SP has been significantly higher without these 'assurances' (why wouldn't you buy in now at this level?)
  
• Twin Lithium & Boron asset is diversified and places it at the lowest cost production
• Onsite processing, therefore more control of the supply chain
• Sign-offs with tier one players
• EV and battery storage in general is a thematic which is exploding not just growing
• Chronic lack of current US production and need for strategic domiciled/sovereign stewardship

There's a lot still to like about this company.