Couldn't agree more , and ditto for me on PLS and CXO , but the BEOT are waving around their "downstream processing" wand putting a spell on many who take their eye off other important things like raw ore ownership and reserves measured and indicated , peeps need to look around as many hopefuls and current producers all continuing to increase their foot print BEOT see and know this that's why M&A is topical because it's easier if you have cash and the sector is still well under valued BUT I wonder how much "insitue" lithium globally there is right now and how much closer to the realised supply need it is and with more huge resource upgrades coming this year maybe BEOT see it as a buy now rather than develop now scenario ? Just recently key shareholders holding Toyota to task over their non engagement and dropping the ball on EVs !! Warmest Regards TT
Good News & Bad News, page-28644
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$2.88 |
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