interesting interview with Daniel Jimenez on current trends in the Li industry. at the end (36:38) he gives his views regarding attractive investments/companies in this space. he argues: don't look at the resource as such - look at the technical team ("don't look at the directors!") and the know-how - whether they can bring it to production, despite potential challenges and surprises. he also highlights that current brine-related know-how sits in Chile (hard rock in Oz and processing in China). he indicates that many promising projects might fail (due to lack of know-how). he also highlights time to market ("speed of execution") is absolutely key - over the "next 8-10 years". then recycling could kick in. so the fat years are the next 8-10 years.
LPI Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
