I reckon it is Very Good - for 1 year out from acquisition.
Jamesons and other DLI projects nearby will be important to build a base for infrastructure, Just a pity that the neighbours have drawn a blank so far. Suggests that Delta had First User advantage.
If Ida and/or Yinnhaha double again in the next 12 months a PEA will be most interesting, but meanwhile Ida has the goods (with the gold cap for free).
Most important is that the China manipulation of Li price is about to run out of steam, they sold their stockpiles to bring price down and now have to replace those stocks - and if the West has a soft landing and avoids the R word, EV sales will rocket again, but with many batteries made in 'The West'
Li price is the key, and Li is King. Thanks for the discussion.
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