Hi @apkjm
I do.
SoS speaks regularly to the top CEOs in China of lithium processors, EV manufacturers and battery manufacturers. It is his job to predict lithium supply and demand. He is also in constant communication with the top Chinese players informing them of potential acquisition targets, TOs, BOAs, etc.
I'll let you digest that.
Guyana is not on the shopping list for now for three reasons [no lithium, no JORC and no infrastructure].
I am interested in the GPP for the bio-stimulant fertiliser and maybe of the potential of Morabisi in a few years down the track assuming mineralogy is sound/drilling is amazing.
However, if vanadium technology turns a corner this year: ball game changes again!
Trading Today, page-1141
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