AKE 0.00% $9.83 allkem limited

Yeah was thinking similar. LKE? do we need more Argentinian...

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    Yeah was thinking similar. LKE? do we need more Argentinian brine? GLN is more of the similar stuff at SDV, I think once we see the true resource at SDV, we will have enough lithium brine to last a life time, maybe even two...

    I think CXO is prime take over target for ORE.

    1. Replace the Mount catlin resource as its life of mine is only a few years away
    2. Hard rock in Australia, so complementary asset
    3. Same offtake customer as Mount Catlin (Yahua)
    4. Market cap is manageable at $650m - plenty of options with equity/debt to acquire

    Not advice

 
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