Potential supply to Novonix, page-138

Gassed,
Why doesn’t anyone comment on
100% ownership vs 30% when considering peer comparisons?
Lilac’s CEO, David Snydacker:“We are confident that combining Lilac’s high-performance, next-generation lithium extraction technology with the massive lithium resource @ Kachi will result in the most modern, efficient, reliable & environmentally friendly lithium project in the world”

Wouldn’t it be great to own 100% of that project?

Imagine if we were more advanced than a peer who has only recently sent 20,000L for processing (Sept) and only owned 30% of their project.
Well we already have 99.97% in the bag and when an off-take agreement is announced or a cornerstone investor, expect the rerate.