If the deal with Pos comes off kdr will get some runs on the board, they will have head start on other producers that are coming online in the next few years. There will be a race to market, as lithium is not a rare element, so those that have a stable and reliable production platform should be a prime position. If kdr wait for the new plant at Mt Holland, then they may be the Johnney come lately as the market may have more supply into what could be a slow growing demand. Lithium may be the new wonder but.....how long before the demand will be there to maintain sustainable and profitable production?
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