so just exploring the notion of the seemingly obvious accumulation this week. if this is one entity in particular, the following suitors have come to mind
SQM
MIN / Chris Ellison
Gina Reinart
Mark Creasy
CATL (unlikely to compete for AZS circa $4)
AZS themselves or through JV arrangement (do they have the cash or partners?)
PLS (shoring up bets against MINs known expansion)
A long list of funds more knowledgable on geology than us average punters
Anyone else?
I read over on AZS that SQM completed their DD on site in a matter of days and a helicopter flight over the pegs before launching their bid.
Has anyone seen choppers over Andover South (or Arrow)?
A notice from any of the above would set this on fire. At this rate, maybe next week?
(20min delay)