Lithium sector stocks performance post Brexit, page-17

To be honest , KDR was over 250 m mc for an explorer. Reality check.

Say DKO can prove up resources in an infrastructure - water plentiful Portugal ,
It all comes down to economics.

The cost of delivery .
In the middle of the outback Australia, or Infrastructure rich Portugal.

Although there us some debate over supply - and I read that the top 3 producers can increase to nameplate capacity to further supply - it's unclear just how much momentum the demand side has. But eventually it will win out as that is the direction the planet is headed .

From the many lithium flag wavers - Do we set ourselves to an economic advantage in the market ?

Size and economics .
Grade is one aspect - but offset by other costs .
Perhaps you need to dig and process 25% more dirt at 1.2% than 1.5%, but if your logistics costs are way down and your closer to your end market then you win. Also depth of deposit / overburden etc.

Size - economy of scale .

At the end of the day - DKO represents sector exposure without much downside,