You understand the difference between this and a spod play, right?
The spod miners are essentially quarriers - they dig the raw material and ship it off to be turned into Li salts by someone else. At Cinovec the plan is to incorporate downstream processing and turn the mica into Li salts. So it’s more comparable to a brine project than a spod project. But hallelujah, the grade of Cinovec is substantially higher than the grade of your average brine, and with fewer deleterious elements. Happy days!
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