My take on this as a NMT and BGS and ESR holder : The cheapest high quality producer is going to cream it. LI is NOT a rare mineral, but good quality is important, even more important is time to production. In 5 years there will be a lot on the market, quality will still command a good price, but the drought in between is where the money will be made, and the value adding down the track. My thoughts on my strategy.
ESR Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held
