RE: Why worry . . . OFFTAKE Inbound20 Nov 2025 11:23
@jupitar13 I get why LTHs are frustrated, I am one, the past decade has been rough and the SP shows it. But it’s also vital to recognise the context: Sonora went through political changes, Mexico blindsided us and shifted its lithium laws, and we had a multi-year pandemic that stalled almost every junior miner on the planet. These weren’t simple “f-ups” by the company.
Despite all that, KDNC survived when many juniors didn’t, kept its key positions, and is now close to securing a serious offtake, which is a genuine, commercial milestone, not another buzzword. We now move from “potential” to “financeable.”
So yes, caution is fair, but contempt isn’t. The company today isn’t the company of 10 years ago, and this development is actually hugely meaningful. If this is a turning point, it’s because of real progress, not hype.