It’s a no brainer carncats $8 billion upside is as clear as the...

It’s a no brainer carncats
$8 billion upside is as clear as the sunshine at midday.
Azs is being valued $3 billion and let’s say absolutely magic happens such that they get all their studies and FID and permits and lock in their capex today, they’d raise another $1 billion for concentrator making it $4 billion. But no magic will accelerate their production which I believe is at least 5 years away.

Gina on that azs pie officially sticking like a much infatuated bidder. I think they need another Tier 1 if reports are to be believed- Gina needs more to supply India the next potential China as a lithium precessing and end-user destination

for Gina, Ltr was not the beginning, its AZS. But Yeap Ltr in her sights having requested no board seat, she wants a partner for it like azs

ALB must be salivating