Dale has. It’s dependent on the games being played. At the moment, the best avenue is tolling to take advantage of high Nth Asia Hydroxide prices. When Chinese converters start selling into that market, the price will come back down but guess what, they will need raw material supply to do that and not the shitty Lepidolite type. Oil’s ain’t Oils. When that happens, Spod spot will start heading up again and a BMX auction may well happen. There is also a chance of a short term contract or increasing supply to an existing customer.
Dale has stated many times that there are options. A game of chess is afoot.
Good News & Bad News, page-26256
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