RE:LITHIUM PRICING FASTMARKETS PRESENTATIONThanks Insider,
I thought this presentation to be especially striking when talking about things that the lithium industry needs to do to become a more mature market.
A lot of what he talks about reminds me of exactly what our management team did when they signed the Helm deal oh so many years ago in 2016. A partner with capital invested, a take or pay agreement, also it was for 100% of the mine production at market rates etc... This Cowan presentation actually shows our management team was ahead of the curve in terms of it's knowledge, expertise and forward thinking, you have to respect that!
If they say we need to wait for the permit for the fireworks to start so be it.
With drills turning, JSL should not disappoint in increasing the size of the resource.
A new FS after-tax NPV at 1.9B U.S., I doubt they will have issues with partners and financing when the time comes.
cheers