hi @77007, i am in the same boat as you. i am most excited by the fertiliser market disruption potential. with 1/10th the cost, and wonderful crop yield improvements, this could be huge
i am less excited by the lithium as i feel that GPP may be too late to the lithium party, no matter how large the resource - IMO only. Too many other lithium potentials are already further ahead of us, and the major lithium producers are well into their process for expanding output. so by the time we go through the exploration/discovery, PFS, DFS, capital raising, construction, etc etc i fear the market will be back in balance and lithium prices will moderate
but low cost improvement to crop yields, and helping farmers make a motza - it sounds intriguing
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