ORE provides extensive brine experience to derisk the SDV asset development. Look at how many new recent brine operations have started production in the last few years (you can count them on one hand).
The Mt Cattlin asset is largely priced into the current GXY SP and GXY SP should be expected to bounce along inline with lithium prices rather than any real growth until SDV was derisked.
ORE is bringing significantly more IP to the table with Naraha conversion facility & Oraloz operation compared to GXY who have managed to dig some rock out of the ground at Mt Cattlin.
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