Its a long road to mining and we can't do it without Chinese backing. 50-70cps might be fair value but they have got us bent over IMO, so a low ball offer is likely.
The likes Hauyou and CATL cant wait too much longer to get this project under though, so we may have some leverage there. Lets see how this plays out over the next few months, its going to be interesting.
Running discussion on SP, page-10117
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