CRE is actually one of my major holdings. I see all the positives... location, lithium price, IRA, fully permitted, infrastructure, experienced management team.... wow.
I wonder what everybody's view here is on the negatives. Are there any specific negatives? if yes, please share your views. The only thing that comes to my mind is that the resource is somewhat small compared e.g to players like Liontown. The bigger fish might get more attention from partners than the smaller fish. So maybe our resource still needs to grow to attract the big players?
anything else?
Thoughts?
Cheers