Rio will come for us now, there is no doubt imho.
BUT the premium they paid for Arcadium will not stand nor suffice for Liontown.
They’ve also let the cat out of the bag by explicitly stating that they’re not concerned about the price of lithium today, rather the glory of a 20 year business run in the new, next big World commodity of need and choice.
Know of any premium 20 year mines going around?
They need to please Tim first and foremost though.
I’ve always been for mining baby, first and foremost but I will follow Tim whichever way this goes.
Rio will come for us now, there is no doubt imho.BUT the premium...
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