Great podcast - they're all very entertaining and knowledgeable and would advise all to take a listen.
Interesting that Joe seemed to indicate that the $3 offer from ALB seemed to be about right. I'm no expert in any of this but just in my mind there is a disconnect between the $6bn (ish) now, and the $2bn (ish) per year with upside for 20+ years. Perhaps I am wildly off the mark here though.
Certainly risk must be incorporated in to this all, but we're not the first mob on earth to go mining for lithium - surely any issues or concerns can be worked through.
I'd like to acknowledge the fact that TO, TG and the team have done an incredible thing with this company, and perhaps they'd like to enjoy the spoils of their efforts so this may come down to very deep and personal values/goals/visions with our management - but here's hoping we're still going mining flying the Lion banner, or at the very least that this stays here in Australia!
All IMO - hooroo
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