KLL is a paleo channel project and I think it is pointless comparing a paleo channel to RWD (a salar project) where the medium to long term brine grade SOP content of a paleo project is difficult to predict
my personal impression based on what i read in the KLL annual report is Malcolm Randall has a history of being associated with small & often marginal projects. I remember him from UMC but looking at his CV - CSM (i lost money there), IOH, SMM (!)
my impression is RWD are doing a thorough job of their PFS while the others, at least for my intuition, still sound often on the conceptual side
i company such as ORE the last time i looked did not meet is projections thus salt projects might be difficult
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