General Comments & Banter, page-12445

LOM (although the drilling isn’t finished) .. core also has the same issue as AGY, they need a larger resource, but there’s still a large drilling campaign coming up which should help prove up the resource. Plus talks of a gigafactory being built in the NT... one mans trash is another mans treasure.. it seems more attractive to me but also definitely not without risk. I guess the $1.1B for capex you’re talking about is for a massive resource worth a lot more than core or AGY and with a LOM several times that of them?
When I say “unproven” process for AGY I mean at large scale which ticks all the economic boxes... unless that can be shown (maybe already has?) then you would think fully funding to ramp up production could be difficult. At least we have the comfort of knowing that the global lithium producers won’t be able to keep up with growing demand so others must come online to make up the shortfall.