My main assumptions lie around the size and quality of the resource/discovery. Also around the emergence of lithium as a very hot commodity and the second rate nature of most other exploration success. Thirdly around the relationships which have been built and the progress made the past two years. The calm before the storm perhaps.
I presume the quarterly will be out today.
I think the big uplift in valuation lies in the downstreaming. I really don't think there has been enough modelling around that because perhaps too theoretical. I suspect, reading between the lines, not so theoretical.
Greatness in the making perhaps. Patience may really be rewarded here!! I think by mid year we will be far better placed to assess value.
Trading, page-280
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