they need to lift their game on what they have been doing on the field, for sure.
But the end game that Renard brings, makes it possible in a lower priced environment to justify the modest capex, yet with near 1b in plant already built, along with the approvals it has - is a bridge that others simply dont have.
Only one lithium stock has that bridge. That takes us from 200m approx outstanding to 1b capex in place.
No other stock, come developer in this price regime, can bridge that river.
Think about it. When the bed wetters are out, who does the market look to as the one that can finance its development / post PEA / strategic.
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