I don't have any concerns with JP\s ability, the quality of the resource, nor GLN's technical and marketing capabilities.
Greenbushes is still an unknown but I see that as icing on the cake.
I have two main concerns...
- Argentina turning politically feral and wanting a bigger slice of the cake, corrupt officials extorting payments, and/or wanting to nationalize natural resources. Or, at least putting the brakes on projects while they argue the toss.
- The whole climate change zeitgeist and electrification program losing steam. Anthropogenic climate change is based on a lot of BS, and when economies around the world start suffering (big time) those who have been successfully shouted down by the zealots may find a voice. The backlash could be savage. There are many humiliated and disenfranchised credible scientists just waiting until they are allowed back on the lectern.
Not enough of a concern to sell down, but they are the two MAIN risks.
IMO
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