New Seeking Alpha article, page-12

NLI is an easy investment. Sure you can role the dice on another lithium play but at the very least this management have a proven track record at finding and delineating lithium resources. Also a whole heap of downside risk protection which you wont find on other lithium plays with the cash balance so high.

Another way to look at risk mitigation is as a safety net against the lithium market itself.... what if lithium exploration goes cold.. We at least will not be hit anywhere near as hard, and management could change direction provided they dont overspend... A bird in hand as they say

New management, and one senses a deal in the offing. I also like the fact the writer mentions that Luso blatantly broke its contractual obligations.