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  1. 26-09-2023, 08:24 AM #18
    yabster
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    Have a look at LPM- low mc and lots of Lithium hits- next door to CXO

    Pilbara has a few choices around AZS (60%), -ARV/GRE, RDN and ERW -hard to pick which is the better punt. Demand may be up but from what I am reading the Lithium/Spod price will be going from $us6k a tonne to $1.5-2k- as capacity comes on board- bit of a worry but still very profitable in most cases.
    Last edited by yabster; 26-09-2023 at 08:26 AM.
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