that above article, should be thought to how the cure to low prices is low prices.
If you cut supply, or dont bring on anticipated supply because of a myriad of reasons, while with a growing demand base, then demobilse work forces, who get poached into other sectors, ramp up again is not as easy as flicking a switch. That leads to price volatility on the upside.
What matters then, is that a sector tide that comes in, will vector money flow into the leader able to say to the market that they benefit of low capital, low finance risk, are to move forwards, when others remain battle scarred from lithium 2.0
While we may still be viable in lithium 2.0, depending on margins identified in the PEA.
Our dice is weighted to success. Low capex, finance, permit hurdles. High economics advantage matrix.
We simply need patience and all that is sown, will sprout in good time.
Probability betting is about identifying risk and reward.
The discount offered in the ebb represents the seed of the reward multiple in the high tide.
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