The video is now available on the share cafe site. Here
Not much we've not heard before in the presentation, but LD was questioned about Posco's involvement and tbh, I'd be very surprised if/when this project is given the go ahead, Posco will be in there.
He didn't give anything away, but I think it's a given as long there's no unforeseen roadblocks and no other entity steps in.
His statement about McDermitt being a chemistry project rather than a mining one was of interest.
Good question about the differences between LA's Thacker pass and McDermitt also.
JLL Price at posting:
96.0¢ Sentiment: Buy Disclosure: Held
