ASN vs LKE, page-6

But being more serious tbh I've always felt a better peer comparison would be agy (using current given initial plant sizes) even though they are moving into small scale production

Agy looking to expand to 12ktpa plant from their 2ktpa, have a smaller resource and only own 77.5% of their project and are valued at $566m on close

I also see them being in Argentina a disadvantage as theywont have the same kind of government (American critical minerals program) backing asn do

With asn a value of $364m on close theres plenty of catching up and even overtaking for asn to do as asn more than a one commodity pony which obviously adds even more value to the company

Therefore imo this could bag in no time to catch up with peers

dyor gltah