In the current depressed lithium environment I think it is...

In the current depressed lithium environment I think it is reasonable to expect the best stocks to accumulate (if one still has a belief in the EV resolution) will be companies with the follow characteristics

- deposit must be very large (80 mt+) open cut initially, average grade above 1%, and metallurgy testwork with no surprises
- granted Mining Lease with no Heritage issues
- must be close by a large port
- must have major shareholder/s in the industry to help fund and sell product
- must have accessible, under utilised concentrate infrastructure nearby available for tolling to plan around early cash flows
- highly credible Board
- open ended exploration upside with los of cash at bank

I believe Wildcat ticks all these boxes

finding it hard to identify others in Australia other than Azure (which may be 2 years behind WildCat)