I think you added two more I didn't note that are spot on, management & SOI.
I see piedmont are now producing revenue, getting its first payment the other day, clearly Taso knows how to build a resource company, there are lots of lithium hopefuls, but his track record along with the chairman TH now speaks for itself.
I also think the deal with Carver pumps is one to watch, IPX is clearly gaining a lot of 3D printing experience, and if they start producing some decent sized parts, that's got to open up a whole lot of other sectors other than watches and phones etc.
all my own opinion..
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