Great article Haplo and certainly highlights the upside for LCE & LH producers IMO the ceiling ($100k/t) may not be as high as learning brings the time for refinery expansions down - once a company has configured the metallurgical recovery/concentration/refinery systems for a particular orebody - those learnings' can be fed directly to any capacity expansions thus reducing the time to market of additional refined product.
(All IMHO - DYOR) - GLTAH!
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