Hi ozblue,
I don't want to get into a debate on the value of the project, the value of Australian projects or the future demand for EV or lithium.
In answer to your question.
"Your discussion of sovereign risk is already priced into this deposit, hence the $400-500m current MC. If in Australia it would already be in the Billions.
Why keep raising it when it is already priced in??"
I don't keep raising the question. I've posted on these threads on the odd occasion and posted recently to give my opinion on the share price fall. After all the thread title is about a running discussion on the share price. People need to understand that sovereign risk is not a static risk, it can change in response to changing events a country. I've been monitoring the situation in the DRC on the World Events threads and posting a semi-continuous news feed relating to in country political events for anyone interested. Esh
https://hotcopper.com.au/threads/un...onusco.3604992/?post_id=26458305#.WvCA_8K6ztQ
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