Patience is the basic instinct of an investor in the lithium...

Patience is the basic instinct of an investor in the lithium game. Management is getting on with the job, with time being our friend rather than our enemy. Every report on lithium demand sees the quantum and the price increase, which places pressure on the processors and end-users to guarantee their supply. GXY is probably the largest supplier with uncommitted li to sell for delivery in 2018. I would be very surprised if AT went to Germany to speak to VW. If I was him, I'd be waiting for VW execs to fly to HK.