Agree, does infer cost and logistic concerns. And Sevo the "talk" in this sector is truly stunning.
But this is why I do not understand why you and others constantly deride KLL? They are about to actually deliver stage 1 of a real production facility. They have real expansion potential - and another lake again in the JV.
The others "talk" about doing it sometime in the future. But until they have REAL reserves, actual bankable plans, contracted offtake, you know, real construction potential, they can talk millions of tpa, worlds lowest costs, but it remains just that - talk.
SO4 Price at posting:
49.5¢ Sentiment: Hold Disclosure: Not Held