Timing and luck - can't be underestimated.
To be a dominant producer in hard rock spod with no ramp up or quality issues with no debt is a relatively safe haven.
To be an explorer proving up a vast quality resource / resources for future hard rock spod and fully funded is the other relatively safe haven.
To be anywhere in the middle with current economic circumstances slowing and Trump adding to uncertainty, laden with debt and irregular shipments of spod and ramp up issues -> is the place not to be, a few will go to the wall.
Very happy for LTR to be a fully funded explorer with resource base continuing to grow in quality and quantity.
More drill results, MRE for BD and PFS for KV in November.
Who knows - there may be proven but idle stage 1 plants lying idle for sale somewhere nearby by then?
SK60
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