Prem10 Feb 2021 21:31
Hodgefox.
You have put up a good argument for the purity/price of IRR lithium which I agree.
Supply will match demand up to 2025,thereafter demand may cause a short-term bottleneck.
The interesting point is that no one really knows what will happen.
Certainly the industry must clean up its act,ESG will only grow year on year .
A major break in new technology could upset the applecart,there are so many variants one could explore.
It is reassuring that IRR has a quality product which should do well for the company.
Acker