For me, the conversation has drifted into being more about the beta - and yes, I agree, the coming EV tide will lift all lithium plays - than the alpha - how well can Arcadium swim against the current (or maybe catch the wave might be a better analogy). Anyway, I'll hold back and see how the pommy goes at his maaates! session (on May 8) - and no, I won't be assessing his oratory skills but rather hoping he'll start showing some business sense and leadership.
General Discussion, page-1336
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