I hear you but if the lithium demand is going to met over the next decade then everyone’s lithium will be needed. This is not a ‘business as usual’ move in a commodity cycle. This is a once in a century (or thereabouts) government, business and consumer driven restructure of the energy system. To take place in a matter of years.
The better technologies will get better project economics but I think all valuations will be well north of where they are now by then. Also the modular approach really derisks the scale up from pilot to demonstration to commercial.
LKE Price at posting:
40.5¢ Sentiment: Buy Disclosure: Held
(20min delay)