LKE 6.98% 4.0¢ lake resources n.l.

Updated Lake Short report from J Capital, page-93

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    Ford can make more profit sourcing materials from countries that meet the US Inflation Reduction Act requirements. The US doesn't have a free trade agreement with Argentina.

    This was discussed in some detail when the IRA was announced - Ford wasn't likely to proceed with their LKE offtake. At the time, the rampers dismissed this as a likely possibility.

 
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