I don’t think you can look at it that way amertoo. I look at the JV with SQM as intangible. As soon as SQM came on board we received immediate credibility. Tesla offtake, Mitsui offtake, LG Chem offtake and now WES T/O offer. Look at all the other lithium OZ miners, most have been going much longer than KDR and their share price is poor in comparison. Given that, I stand by my previous posts that at $1.90 KDR is incredibly undervalued. So its still a NO from me.
KDR Price at posting:
$1.89 Sentiment: Buy Disclosure: Held