Yeah, no surprises he's only after LJ. It's a great buy for CE. Not as good as the original purchase by CI/DS, but that was a different time, before Li was a thematic.
CE's pretty shrewd and has the balance sheet to capitalise. I think he'll do well retaskng it in due course.
Meanwhile, POS intends to throw more good money after bad chasing high-grade Ni (again) at Windarra...
LJ is the only marketable asset, imo.
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