I think you're wrong about SDV. It was said by AT two years ago to be in prodn by late 2019, but is now set for 2020. That's how I understand the situation, which means that SDV and JB will come on stream as the demand for lithium really takes off. MC will also be producing much more than today and at lower cost. DYOR
GXY Price at posting:
$3.83 Sentiment: Buy Disclosure: Held