iGO Tianqi, page-272

Hi Sbaine,
The people over at PLS are much more aggressive viz. high / reward. I can only they enjoy going up by the stairs and down by the elevator.
Not surprised they said that given they were the ones who achieved that off the chart price for a singe (part of ?) cargo. Don't work they called me the equivalent of a D/H before the Last Li price fall no so long ago.

My call was base don asset allocation and the fact that some of my indirect holdings have Li too and have gone up one is Atlantic Lithium. Even with selling some IGO as stated I realise the same amount of exposure to Li a say a month ago. The difference is PLS an most of the other produce Spodumene. ( 6% LiO₃) to 99.9 % LiOH. Spodumene is the one more likely to go into supply balance and fall in price.

I've retained the bulk of my IGO. I'll add to it if they raise capital at some point.
I actually like the addition of Ni through organic and purchase means.

At an all time high IGO is not the sort of share that's hard to hold is it?