Thanks for that link Charlie. Certainly an interesting read over a coffee...
I particularly like this “SQM has spoken before about having a “responsibility to its customers” to grow to meet their needs. SQM is making good on that responsibility through aggressive, but prudent growth, with Tier One assets diversified by country and product mix. I believe Mr. Market has not yet been pricing in what will be the key growth drivers and news flow for SQM over the coming years: Cauchari - the next big new brine being put into production; lowest AISC lithium carbonate. Mt Holland – perhaps the largest, lowest AISC, longest lived lithium hydroxide producer globally, located in a super ow sovereign risk jurisdiction.”
I have no doubt the quality of the asset at Mt. Holland has the attention of some large companies and not neccasarily just mining companies. It’s not a matter of “if” but “when” and at what price...
KDR Price at posting:
$1.71 Sentiment: Buy Disclosure: Held
