I’m sure they are not and not based on nearology at all … was...

I’m sure they are not and not based on nearology at all … was just confused by suggestion that WA spod may not become “battery quality”. All manner of issues were thrown up about spod quality for PLS (basically all the same type of arguments now being thrown up about LTR give or take a few) … didn’t seem to bother the converters wanting to pay full tote for PLS product so I figured suggestions made before results known about LTR not becoming battery grade are likely to face the same outcome - aren’t they? Maybe, maybe not.

I’ll I know is my entry to LTR at circa $0.04 and to AVZ circa $0.05 are both in the money now (one a “little more” than the other of course ).

Bring on that demand tsunami and bring on getting these projects hammering I say (different hurdles for each of course). The thematic is far bigger than the suggested differences thrown around daily between most projects.