It's a tough comparison due to the enormous fluctuations of spod prices over 2022 and 2023. Makes it impossible to do a perfect like for like comparison (aside from the differences between Sigma and LRS from a geological, resource size and company structure perspective).
The people in this forum who have gone away and done fundamental research will know that the more you learn, the less confident you become in the certainty of any scenario, because you realise how many variables are in play.
Hats off to your prior post (it was a great one).
The forum has been filling up with some unhelpful posts lately - hopefully it can return to more posts filled with educated content and research etc.
LRS General Discussion, page-13870
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