These are interesting. It depends upon the trust factor of Paul Graves, but there is a clear inference that AKE’s production and hence earnings capacity may have been embellished during 2023. This would imply that the merger ratio was probably about right, contrary to many counter views on this forum.
The other interesting thing is that despite the protestations of some members, the explanation of market manipulation for geopolitical reasons is a viable explanation for lithium price in China.
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