I find the commentary JRL one commodity company interesting.....
as JRL holds 25% of DYM and some EME.
Makes me think asset sale is the end game for the Li. Clayton deposit is there too and never discussed. Rinse and repeat??
Posco wouldnt be interested in DYM or EME, but could flog them off I suppose, thou sth Korea does do nuclear only that EME is owned by Chinese interests, haha.
But even harder to see LD exiting without selling JRL, given his and related parties very significant holdings.
Yes been holding JRL not long after IPO. LD runs a very tight ship.
I find the commentary JRL one commodity company...
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