Feb. 28 at 3:37 PM
$LAR Zero dilution during the trough, fully ramped and cash costs <6
$K/t. If the lithium backdrop holds for the year, no reason why this doesn’t head towards split adj ATHs ~
$15USD
Watching for the 5ktpa DLE demo results - wild card for stage 2. Mgmt has shown exceptional capital discipline & remains highly protective of the equity. Tier 1 asset, Tier 1 allocators.