Hi Shades, funny some of the points you've raised. As I've just finished reading the business monthly that had two articles included on both Lithium and Cobalt. Nothing new to us all, but the tone of the articles got my attention.
Even last year both metals were spoken of as "specialty metals" and easily written off as a fad, flash in the pan type of rally.
But with BlackRock and others, entering the fray (not sure about their judgement with Bacanora). I feel as though this sector, and the future of energy metals has legitimised somewhat over that time.
Thanks for the tip re: ARL, I had a good buddy recommend that one to me about a year ago. But the truth is, I don't have the time to learn the Cobalt game. Perhaps when I'm back in Oz later on in the year.
For the same reason I steer clear of brine, with environmentals and complex chemistries I don't understand.
It is purely that reason why GXY was last on my shopping list. But I missed the boat. I do like Mr Tse though, definitely a switched on cat.
TAW is on my watchlist. If they can increase their LOM, all the other ingredients are already in the mix. Wait and see, I don't really like to gamble on a drill bit.
LPD still has my heart and imagination though. There's been some hurdles and no doubt more to come. But I can't help but feel that this time, prior to DFS. Could be the calm before the storm.
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