Wow! Another master stroke of our master strategist KB with a beautifully scripted sequence.
Shorts at ATH, everybody wondering why, rumours of delays and cost blowouts. Even a great PFS don't dent that sentiment.
Next, a rock solid presentation ann on progress with words oozing confidence without arrogance and professionalism. All rock solid, matter of fact: We are just getting on with the job, no delays, no cost blowouts, nothing gets in our way. We stay focused on the task at hand (building a world class Li miner and processor), while in the background, without anybody having a hunch, they are working on huge strategic deals.
Then, bang, the next major offtake ann with yet another massive positive twist: 30% participation in processing facility. And, I bet money on that, there will be no extension of TH. If anything, they come back earlier. Rolling like a steaming, oops EV, train!
All while building a mine, getting DSO shipped to get in early cash, working on Stage 2, thinking of Stage 3 and Mt Francisco, and most promising of all, and IMO, hardly noticed/factored in by the market yet, working on a huge strategic play of becoming massively involved in the downstream processing, value add activities. Moving from a dumb miner (shipping ore, which is actually very clever right now) to processed ore to the final end product!
Wow! What a company in the making. Stay the path KB and team.
I can see this becoming future lecture material on how to do it!
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$3.16 |
Change
-0.030(0.94%) |
Mkt cap ! $9.516B |
Open | High | Low | Value | Volume |
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2 | 49357 | $3.10 |
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1 | 2500 | 3.090 |
2 | 510 | 3.080 |
9 | 71282 | 3.060 |
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Price($) | Vol. | No. |
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3.170 | 72164 | 4 |
3.180 | 45100 | 3 |
3.190 | 120976 | 12 |
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3.210 | 31725 | 9 |
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