There's been alternatives for a while now but the enormous investment in lithium battery production means it will be decades before anything replaces it.
I neither like nor dislike Baron. He does, as most, talk his own book. That said I followed him into this and Rre. This has been an abject failure but the other a monster success. Nett nett, I'm very nicely in profit. I'll hold this until Q1 and see how the land lies before making any decisions.
Fwiw, I've been in since pre nfx days. Sold early and bought back on lows. Sold again below highs and bought back again. Now under water on latest buy but 1 not concerned as this has been the case several times before.. Chinese are usually late paying. They're good for it normally though and I expected this so not bothered about it. Roll on rns confirming cash in the bank and off she goes again. Great business plan here. Low opex and good margins. Happy to wait. She's not let me down yet.
For anyone new to Ironridge, there's a very significant JORC due on the Lithium. I fully expect this to be transformational to our mcap as it will be a fair bit bigger and, more importantly, better than was first envisaged. Let's see.
Thanks for the thoughts. They were both p******* small.. One at just over 600g. Huge debt of thanks to the superb clinical teams at three hospitals getting them out in one piece without any major issues. Fantastically skilled people.