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Lithium Related Media Articles, page-19692

  1. vmp
    13,706 Posts.
    lightbulb Created with Sketch. 9405
    Azs on TH, looks like battle for control already won and locked in. my view is that SQM, Gina and CE will likely do a JV as SQM has zilch chance for full control
    What that implies is that the other majors are willing to take a slice of a big pie, unlike weakling alb which withdrew on first sign of storm
    Meanwhile Mcaps update
    Pls $11.78
    Ltr $3.55b
    Days away from commissioning and 8 months from production fora $8.2 billion upside.


    Don’t get me started with azs prij valuation of $3b, no mre, no dfs, no funding, 6 years away from production.

    all imo
    Last edited by vmp: 18/12/23
 
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