When i look over the the currant horizon what do i see, I see a tier one asset producing ultra high quality product for 1st class industry partners eager to incorporate us further into their supply chain at a cost base that can compete with anybody. If there is a squeeze on lithium pricing at some point going forward then all I see that doing is forcing more marginal players to have to have a good look at their maths and the smaller hopefuls to shelve their plans altogether. Cream will always rise to the top.
And when this currant spooked herd get a slight whiff of the green thats growing over here then just sit back and watch the stampede as they all try to rush through the gate. Couldnt be more happier in an investment than this one.
January Tea Leaf Musings !, page-248
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