Good thought
when you sit on the best ground in the best jurisdiction at proximity to port, you can become the leader in large flake supply to China and other parts of the world . And build that local infrastructure to make a mega hub . And as the battery market matures widen your position.
we don’t need to just supply the dragon with large flake , but could expand equally with our wider resources to Europe, USA , wherever .That’s the great thing about first mover advantage, you pay your capex back ,become a cash cow and can invest in your own growth options . And develope those important strategic supply alliances .
value add as well. Do we stay just a miner , or does value add with JHT JV ?
Under 40m mc. For how long ? Come full finance end of year hopefully.
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