Anything that is going to cause a flurry of activity is price sensitive...unprecedented...a put down of all other lithium producers...even though it was done in the past this has been taken to a new level..a surgical strike! They have put all lithium producers other than brine to the sword...poo-pooed them!
Like a chimpanzee taking on a tribe of gorillas...just look at page 8 of the preso and compare MCs of the majors with contained lithium to VUL...one could see this going to at least a MC of $800 million
Look at page 13 in the smallest of writing "Note: figures will be disclosed in the PFS" coming soon!! and Francis has said it will be significant and a inflexion point...and this will spur the speculation even more.
Look at pages 17 and 18...best of the breed team..have you ever seen so many Doctors...one could be excused to think we are talking about CSL
VUL has a confidence in this announcement that any hurdle will be overcome...lets see!!
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