Love him or dislike him, KP made one very poignant comment in his Lithium Ion Rocks interview
"You are only leveraged to spodumene prices if you are producing spodumene"
In North America, that makes one company.
The last 12 months has been the leverage down, the next 12 months will be the leverage up.
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-152
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