Yeah so I was applying a 12-18 month lens to this. P1 has to be the focus and if something materialises later with GXY then great. In one of the lithium podcast episodes with Anthony Tse on he referred to LPD as one of a number of processing techs they are looking at - or something to that effect. They are also suffering from a lack of strategy right now but have plenty of cash thus the ability to participate. Let them work out what they want to do.
Edison Executive Interview - Joe Walsh 29 May, page-23
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