Hmmm. Maybe, but I think the rush to Lithum stocks in 2022/2023 was a slow train wreck waiting to happen. Price is down 80%+ from previous highs at the moment and you'd have to think it will recover some of that as we trend into a low carbon environment.
If you are sitting on a deposit of Au & LI, then ideally you'd like to process both to a saleable state in an environment supportive of both metals. It's hard to see gold dropping significantly in the medium term, so I would support a wait and see approach, at least for a while. Meanwhile the rest of the business is doing just fine IMO.
Why ?, page-6
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