I sold Allkem after forming an opinion that everything they do is painfully slow as an organisation.
I remember reading part of a report where they were pleased that almost half of the carbonate produced for shipping was battery grade.
The Naraha hydroxide plant in Japan seemed to take a long time to commission and when I looked at where it was I noticed that it was closer to the coast than Fukushima.
Anyway whatever it cost and however long it took to fire up I don't like to think about setbacks due to earthquakes/tsunamis. I prefer forest fires that expose pegmatites.
Cheers.
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