How are those people who Called GS as having NFI for saying the Li price would turn down going.
My thesis has always been that IGO is better positioned in the areas :
- Because it's refining the Primary concentrate to add value
- It has Ni production exposure
- It's doing the hard work of earlier stage exploration.
As for the latter, you get to land blows like St Georges Li find.
All IMVHO.
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