Dr Putin thank you for posting, vertical integration in the EV space is/was always just a matter time. The two main risks (IMHO) to JRL are 1. getting Li from clay and land use, LAC/GM deal indicates GM are happy with these risks. We are a long way behind LAC but we are not going to be miners so it doesn't matter. JRL just keep ticking the boxes to improving the value of the resource while LAC is doing a lot of the heavy lifting in other areas. All we need now is a deal but the timing of that deal is very important and nobody knows that better than LD. I'm very happy with the way this company is run and have absolute confidence in LD because he will do what's best for him and JRL which is also looking after my small interest. The hardest thing I need to do is be patient and let them do their job.
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