Bringing in POSCO as a cashed up player is huge and underestimated by the market. BIG capital inflows are about to come onto the salar in 2019 from GXY (with the $USD280m), POSCO (as a multi-billion dollar steel major) and FMC's lithium spin-off raising a bunch of cash possibly investing in more output from Fenix.
The best way to gear exposure to the development of Hombre Muerto is through NRG and GLN as micro-caps. We all know this, but the HUGE inflows to come from GXY, POSCO and FMC are underestimated.
The more money around us, the better our nearology looks.
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