The goose's rejection of the idea that WES would pay $15B for...

The goose's rejection of the idea that WES would pay $15B for LTR (27% of the WES MC) as fantasy isn't evidence of a prudent organisation - it's a simple reflection of the fact that WES can't afford to buy LTR. LTR is a highly de-risked, close to production project at the beginning of a possibly decade+ long structural lithium deficit and battery materials supercycle. Everyone is looking for long-term lithium supply, if you want a low risk large resource you're going to have to pay for it - otherwise get out your pick and shovel and start looking like everyone else. Claiming that "Oh, WES bought 50% of Mt Holland back in 2019 for less than $1B" and so LTR is overpriced in 2024/25 is idiotic.