I wouldn't say "noticed"... more so the fact that the Lithium price background along with the current economic climate has stripped the value out of the industry to the point where those adept to time their "plays" see now the opportunity to benefit from getting the quality companies cheap.
If you are going to inject yourself into the supply chain with a quality, abundant product then i dont see better timing or price to either pick up or invest in a company like LPI
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