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"geopolitical risk is escalating"I think you think geopolitical...

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kevin103

17,133 Posts.

3258

06/09/24

18:36

Post #: 75567348
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Originally posted by stevenjd: ↑

the above is the biggest takeaway from this week.
PMT agreeing with what ive been saying.
"geopolitical risk is escalating" - what do you think they are referring to, and what are the consequences ?

Combine that with PLS diversifying their forward cash flows outside of AUS. ??

As Well , Ginas comments a bush summit. - 20% aus approvals. etc. !!

Conversely, the Geopolitical safe Canadian Uni party, both parties EV same page, but Pierre wants to fast track approvals. And build verticals in Canada.

Also high power costs in AUS is killing downstream industry

What does this all add up to ? AUS bad , Canada Safe.

Now combine that with our advanced build, low risk approvals, and low finance burden ?

What might that precipitate ? I speculate following PEA we are a ripen apple pie cooked, on the window sill, waiting to be poached in the counter cycle.

Any shock events, (eg. China Kaput Aus supply), and send lithium 3.0 into orbit ?
PEA expected this month. Exciting times, and what those keys in the door for a predator may consider.

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"geopolitical risk is escalating"

I think you think geopolitical risk means you can turn something that's high cost and uneconomical to something low cost, and profitable.

No - it cannot.

Get with reality matey

WR1 Price at posting: 49.0¢ Sentiment: None Disclosure: Not Held
1 Upvote

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