good article br where is the link to Jeffries advising rio...

good article br where is the link to Jeffries advising rio please? norilsk and Gary Johnson's patented nickel refining process springs to mind. I believe GJ sold the tech to Norilsk for 6b. I have had concerns with LPD expanding with third party mica as although mica is less contested, it does put the boots on the seller. Rio however. can snap up less contested mica deposits and put through LPD tech. now that would be a partnership of global significance. JW for now has to push the main thematic of cash flow first, whilst the big fish do due diligence from a far.... then there's Saudi wanting in on lithium refining ( close UAE neighbours but competing businesses all the same ) and of course our new friends the UAE wanting to demonstrate commitment to a decarbonised future.

This is like a dream to me.... all makes sense but then you wake up! That said the tide lifts all boats, but only the water tight ones remain afloat. JW is smart, has financial acumen and has been the round the block a few times... plus GJ is always there for a chat.... given his shareholding he most likely wants this more than all of combined !