I find it interesting the talk about needing to capture the value chain from Lithium. I wouldn't be surprised if there ends up being excessive investment into processing plants trying to do just that with significant capex required. In any event these plants will need feedstock. Yes there are savings from transportation perhaps if it's all done at the mine, so something to think about, however, if you can get paid to put it on a ship for 10-20 years, I think that's achievement enough for all investors to be happy.
Almost seems too easy. Leave the capex and tricky production to someone else.
BGS Price at posting:
51.5¢ Sentiment: Buy Disclosure: Held
