AJ, IMO that’s an easy decision - MIN. Largest resource. Soon to be largest WA Li mining operation. Fully funded. Strongest balance sheet. Diverse earnings with stable mining services revenue and IO mines in addition to Li. Most experienced and capable mining ops team. Limited ... strong, aligned, focussed, trusted and uncomplicated partnerships. SP6 pricing based on LiOH CFR Japan/Korea (little exposure to low LiCO3 China Domestic prices). Embryonic investments in other battery chemicals. Capable of gobbling up WA mines if/when they fail.
Why didn’t MIN make your list?
Disclosure - I hold MIN.
PLS Price at posting:
34.0¢ Sentiment: None Disclosure: Not Held
