Clearly, the tide has taken all the front runners to the same effect. For now. So any lithium price reversal the tide should lift the quality players.
If you want a developer, you need low capex. Not a 1B hurdle.
Low finance risk is key.
That is what is going to keep us at the leverage table, whether CE is up to the task of changing the pricing paradigm, and become a price market maker with the strategic, or just suck and see with the traditional way of things, unknown.
WR1 General Discussion, page-31620
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