Thanks Mozza,
A really helpful post. Your views are similar to mine and the reasons listed are like s tick list for people to verify with heir own research.
It was always the scale that attracted me here in the first place but the way Kachi has been progressed is really impressive in a relatively short space of time. The breakdown of the four projects is fascinating but imo each of those projects could deliver big and independently of each other.
Your point about flow rates rates at Cauchari is a good one. To be honest, I expected the delays because there are often delays but also because it’s very challenging conditions like Kachi was.
This is still a no brainer for me. I just keep going back through interviews. All the EV, Lithium Battery cathode chemistry is such a big global disruption that’s really going to shake the world up. LKE is well positioned imo and it’s just a matter of time.
I’ve got a 2/3 timeframe for IRR but think LKE is going to explode onto the scene. Let’s bring on the pilot plant and get commercial at Kachi. Steve and Stu are driving it on at a pace.
Hamilton, I agree on the 20c rise in a couple of days. It has double / treble bag potential, as it did before. This time it will have numbers to back it up and stay there.
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