TTMI @tryingtomakeit - do you think GL falling over could be a positive? I do.
They've been locked up for a while, and since then the carbonate and concentrate prices have increased significantly. Re-marketing their offtake to a more reliable, perhaps non-China partner right now could be a positive surprise.
Will also pave the way for the takeover theorists as that leaves only us and Ganfeng.
Wheres GL?, page-2
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