Your last statement is correct. Lead isn't sexy - ironically the price of lead js doing better than most other commodities. Punters only look at the silver which js only 1/3 of the project.
It will be a race to the line whether they have enough to get over the line before FID if any major funding news doesn't drop.
I suppose NAÏF could change that but really who knows given their last investment went belly up. No one really knows where that sits. It could drop anytime really.
Heres hoping.
BML Chart, page-2580
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