No worries. My pleasure.
There was more I'd like to ask - I whacked these ones out a bit too quick but
Anthony did say he'd be into continuing to have this kind of "informal" (sort of) fireside chat with HC holders on a more regular basis.
Obviously its all a legal thing too. We're not going to get major scoops here but his overview is always coming from the kind of altitude in the industry that we never really get a glimpse of.
I thought there were some really interesting points about how traditional oz mining analysts (and perhaps competing ASX lithium management teams) continue to misread this sector because they don't have the understanding of the industrial/chemical production challenges on the supply side.
This may explain a little about how US lithium stocks have been under less pressure from negativity, because they are generally considered as chemical stocks rather than exclusively a mining sector resource, as they are here in oz.
