I disagree with this personally. I would rather see incremental growth. Even the majors like ALB and SQM are following the same road map.
There is no point committing if it is going to force an imbalance in the supply and demand dynamics. You don't want to jeopardise stage 1 and 2 product and pricing because we commit to a stage 3 now. Also to do stage 2 and 3 now is going to require monster debt or further dilution. If we learnt anything from the IO boom and KB's time at AGO please let it be this.
I disagree with this personally. I would rather see incremental...
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