You have to look at the timing.
It all happened so quickly at the end of the year of Covid 19.
AJM was flicked into recievership by the noteholders, and as you have said yourself prearranged.
Hence my complaint to ACCC.
Chinese entities meaning Ganfeng had no chance to up the deal due to FIRB Covid 19 rules.
LG Energy was most probably not able to do anything at that time due to the company transitioning from LG Chem to LG Energy.
The DOCA was anticompetitive not that it would have helped AJM.
Who are PLS going to move volume to?
Once the realization of AJM was no longer a source for spod, the past AJM customers have gone into agreements with PLS competitors in very short space of time.
PLS can wait for fair deals, you got to be kidding me, for how long and from whom
How come no one can give me an answer?
Apart from POSCO, who is only ever mentioned by PLS in the Li space.
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