Good move so far this week. Peer comparisons based on resources are largely irrelevant, much the same for graphite companies finding hundreds of millions or billions of tonnes. SOP is much the same given supply around 6 Mtpa and most mines a fraction of that but it gives brokers something to write about.
S04 plus APC could make sense given locations and potential synergies.
Now who is the seller/buyer, page-39
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