Agree sigmadelta that ORE will be a lower cost producer. In addition, the Toyota deal is only stage 1, with much more to come. That's why I did an immediate switch from GXY to ORE, before ORE's SP takes off (Broker already has a $3 target)
I still think GXY is a great company ... and there are more car companies interested in hybrids, with ORE off the table. So I will come back to GXY, as I suspect other companies will follow Toyota's lead
I invest in themes like "lithium plus X" combinations. Hence:
ORE - lithium and potash
RWD - potash and lithium
RDR - lithium, gold, vanadium
Please GXY lovers, don't criticise me - I am not being disloyal. Let reason rule - GXY and each of these stocks have Lithium+ stories
Agree sigmadelta that ORE will be a lower cost producer. In...
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