Yep, so we didn't go crazy like the Teslarati, but we also didn't undervalue the opportunity...
I'm very interested by the "crisis = opportunity" in terms of spot prices that converter plant could open up for spod concentrate - in particular from the likes of Galaxy, AVZ and all the others who will have plenty of resource to ramp up and ship if a crisis does strike.
Leaving Piedmont able to deal-make. As a trust local supplier and known entity. So every wins. Anyway - let's see.
Yep, so we didn't go crazy like the Teslarati, but we also...
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