His posting has been sporadic, also includes phases of doubt over the years (like many others myself included). I see where you're coming from re the knowledge and optimism. That paragraph about the Chinese as middlemen in demand/supply from early post is an important point. Not sure about partnering with PLS (hold) as they're tight with Posco who have their own chem extraction process.
Hold Gxy too, Mt. C has limited shelf life and they needed to get a wriggle on with SDV to align the phase out/phase in of the projects. SP was ravaged, they weren't happy with partner discussions so went it alone. sold out of LPD and had a CR.
Some very astute posters in this forum. Has been a tough hold since 2017. The dangling carrot of success is too alluring as the Li and battery minerals market looks to be bouncing back.
His posting has been sporadic, also includes phases of doubt...
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