Becoming concerned. SP softening and others would understand this better than me.
Clearly a long way to go before any tangibles (DFS, formal offtake agreements, significant capital raising and debt levels, and so on, and yes BF, a reserve). Yet basic worry is peers have cut off rates (where they feel recovery is unviable) not much below what AMN is using as their average K brine levels.
Am I right in this?
Very afraid I have missed the bus on this one.
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