Jadar lithium RTO SXI, page-32

I have honestly given up following so many of them but I would think (my disclosure in bracket)
PLS (Held) - about to be one of the lowest cost producers in the world. Very good quality lithium. Quality management and long mine life.
GXY (Held) - as it is already cash flow positive and still has James bay which is a low cost hard rock deposit
KDR - Large reserve with high quality lithium.
MIN - Highly cash flow positive and will have no issues getting to production
AJM - Lower grade lithium and smaller resource grade. Will do OK short term
ORE - I reckon poorly managed and always under deliver. But they are ahead of most others and will make money.
NMT - High grade lithium and decent reserve and already producing.

Not as convinced about any mines that are located in Africa
BGS (Held) - In Mali and have good access to infrastructure. Poor previous management but now with new management it is going in right dircetion
AVZ - My gut feel is that this could be one of the biggest bubbles. I stay away from any ASX companies with an interest i the DRC.

Dark Horses
TAW - not a huge resource and good quality.
MTC (Held)