RE: OT, w/end question13 Mar 2017 10:46
springinhetveld
Not wishing to undermine your post in anyway. Only long posts need reading and breaking down into component parts. Some of it l agree with, some l don't and some... like you... and everybody else on this bb... l just don't know.
"And I think all Chinese Lithium and Battery producers are just way to busy to "experiment" and Australian production is still keeping up (more or less) " (sic).
Respect they are your opinions, but they are what they are, you have no idea really, or have any of us lesser mortals.
"no "dire need" to go into completely new, and thus RISKY, business with Lithium from clay."
As a harded lth remmer and reading many posts on the subject l have to question the use of the word "RISKY" thought the consensuses was we're producing li therefore not "RISKY". l'm always open other to views.
"Fully agree that the pace of BCN is at best snail like"
l feel the word 'appears' should be in there, for once again we all don't know.
"But Lithium is in high demand and production is not keeping up."
Do we know that for sure?
" So I think BCN is playing "hard-ball" and not selling cheap"
Again respect your opinion, but what are we not selling cheap? As you go on to say.
"contrary to what BGS was doing in selling their great asset for like $100m."
This bit l am more in line with you.
"So I think REM and BCN are in negotiations with potential off-takers but the urgency on the off-take side is not as high as we all think. Or at least the potential off-taker are not yet prepared to pay the price BCN/REM want/need."
"So guess Sonora has to wait until the USA car-industry pick up on EVs"
Why? l thought we were going Asian.
"Trumps wall. Did certainly not help the BCN case).,"
Early days yet in my view to say that.
That'll do me for now, a good post from you, not one l would use the word excellent for though, keep up the good work and don't let the buggers (me) get you down.