SQM and AW1 have little in common except for John Prineas & to a...

SQM and AW1 have little in common except for John Prineas & to a much lesser extend Shipway.

Prineas runs SQM but has very little to do with AW1.
Dave runs AW1 with a clear and well understood strategy using best in class technology, knowledge, experience expertise.

It is telling that although Prineas owns a very significant share in AW1 ~6% he holds less than 1.2% of SQM the company he runs.

Why would that be?

Dave is a better operator and John knows that AW1 is likely a better bet than the company he founded and runs....

We have a clear goal and pathway to realise it. Copper is our major focus.

St George was into Nickel, now it's moved into lithium and then REE, next minute they will shift to Uranium, etc.

As someone who owned SGQ when it was very sexy, I see these companies as very very different.

SGQ could be the right fit for some one else, but for me it was only ever a short term multi bagger and run. AW1 shows vastly more promise and a more logical and reasonable bet to deliver stronger long term success.

John Prineas by his own actions seems to agree with me.

I let you decide. These are just my Sunday night musings...