Folks, if you look at the end to end lithium supply chain, the biggest bottleneck is the lack of Converters- I.e. from Spodumene to Lithium compounds. The old timers will remember we used to own 1 that we offloaded to Tianqi for USD 200 Million. I understand there is significant investment currently underway to expand and build new converters however it will only materialise towards the 2nd half of this year. I was just wondering it will cost us to take a position in an existing or a new Conversation facility. Any one with an idea/thoughts on probable candidates, cost etc. be nice.
GXY Price at posting:
$1.82 Sentiment: Buy Disclosure: Held
