Current SP and any other thoughts, page-539

Copied from Binwood

Yeah GXY really need to start moving now on their other projects if they are going to get them online before Mt C is depleted or costs blow out on marginal ore.

The beauty of disruption is that most people will be wrong. Just look at how quick smart phones went from a new thing to penetration of billions of people. It's still only been like a decade and it's hard to remember anything else. Demand will be underestimated until it blows people away in my opinion.

I posted some costing thoughts last week and in my opinion Brine can't compete. At current Lithium Carbonate prices SQM is paying $4k in lease payments alone! And it's not the best avenue for producing Hydroxide.

Putting away the whole drama of which stock is better than which I think HR has a massive front running moving forward and there will be room for a number of players.

Everyone says that Li is abundant but how many of the 50-100 explorers on the ASX are left? Since Manono over 12 months ago can anyone list any new discoveries globally that are legitimate chances of making production?