Lithium - and SQM Charge Ahead, page-23

Haplo,

Forgetting charts for a moment, do you have a sense of KDR's sp worth/value given current circ's? The sp appears to be settling after the intial SQM news and now being more embraced by the market. SQM seem very keen to get on with the job and reviews for KDR read very positively from whichever direction one looks. "Fundamentally", what do reckon over the coming 6 months? Any clues?

Cheers and thanks,

Kip