That's what I've been saying for months. They are nice people and respectful, I have no issue communicating with them.
However, dropping 2/3 value since early Nov is absolutely rubbish. Dropped faster than others and not able to take the ride in opposite direction (like most others).
Big fishes are still very active about M&As. We can't just rely on CATL/China alone and keep waiting for something magical. Just like a brave call, act from Chris the other day, "We can't operate mining at this falling Lithium price so shutting it down. If Mr China wants high quality Spod, well - pay us more". All others such as ALB, CXO did the same thing.
Since then, the price has stalled and in fact, is slowly moving back up.
Bin would hold about 45%, why can't he speak to Gina or Chris if they want to take 10-15% of LPM ownership, at premium of course 25c or even 30c (still 25% less than last CR).
LPM would then have less reliance on China/CATL.
ALBO Gov is also, always open for talks to provide assistance for another NT production in home ground.
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3 | 83788 | 0.100 |
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Price($) | Vol. | No. |
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0.130 | 9762 | 1 |
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