LKE towards TOP-5, page-5916

agreed! I think this piece needs a bigger call out. This is a once in a 3 generation change. It’s global. It has to be.

LKE should be able to participate in this transition. The next 2-6 months are critical.

These last few weeks have been a rough watch. No doubt there are still going to be a number of macro factors that impact the SP. But the energy transition is going to happen regardless. The electrification theme is only going to gather steam from here. The next 8 years are going to be (and have to be) massive.

The lakes are not going anywhere. Lake have the cash now to hire the worlds best. Management have done e a great job to get us this far. Here’s hoping they recruit well for the next phase.

I believe they have the right DLE partner and have lined up some good (albeit non binding) offtake partners.

i am still hugely excited for what the next 12 months hold. In some respects it is make or break for longer term shareholders.