That's a pretty good article and some useful points to ponder.
The Valence CEO also reinforces what some of us have been saying about one of the most important company drivers being the ability to actually secure a reliable offtake partner - especially for niche products that command a potentially much higher price. I think that's really all the market wants to see now for the next re-rating to occur. You can observe the same price behaviour in other niche mineral markets; all else being roughly equal, the ones with offtake partners trade with higher mc to those who don't.
MRF Price at posting:
6.2¢ Sentiment: None Disclosure: Not Held
