On top of that I see a big shift towards green energy credentials, steering away from hard-rock and towards DLE, especially in first world countries. A seperate lithium pricing altogether, one adopted by an US/Aus/Can/EU alliance.
A few years ago we might have thought ASN was behind the pack with DLE development, now we see those that were ahead drop away leaving ASN in the running to be one of the leaders in USA.
The long & steady game played by management might not suit all, but it’s the best opportunity to actually getting to production.
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