I'm not so sure about that nt0351. The base line is that BGS and KOD are competitors. Any doubt surrounding that was dispelled when KOD took the concessions on which BGS was depending. Yes, Goulamina is spodumene rich. The quality is not great however. KOD's spod at Bougouni East is much cleaner.
KOD's ultimate financial backer (Chinese) is a battery manufacturer and Lithium processor. It seems highly likely to me that they will have a refinery on the acreage at Bougouni East. There is a ready source of water there. Who knows, there might even end up being a battery factory there, too? Our Chinese partners arranged and funded a trip to their manufactory in China by the good Minister and other officials. There was a reason for that and it wasn't so they could see that which they could just as easily have viewed online.
I'm not so sure about that nt0351. The base line is that BGS and...
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