sorry reading your other post after a coffee. key word from
BHP ceo is they see Lithium as a flat cost. that means they are uncommitted and will only see lithium as a profitable part of the business if lithium goes up. it would be hard for them to justify to their shares holders they are breaking even with KV ! so it's clear they are risk adverse and they want to wait and watch the lithium carbonate market go up.
key question here is where do you see the most value for the shareholders?
option 1 - sell to highest bidder with a 30% mark up due to increasing lithium prices
Option 2 - realise the value of the asset and produce factoring in high demand by the time of production and paying healthy dividends and using cash flow to grow the organisation
Option 3 - JV with a battery producer locking in yearly reviews in terms of pricing of the ore
Option 4 - complete drilling in KV as has been indicated at the borders of the claim and work to increase the JORC and combine this with further drilling of Buldania to increase the value of the assets and potential combined sale value ?
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sorry reading your other post after a coffee. key word fromBHP...
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