General Discussion Topics, page-132831

SYA and PLL are joined at the hip and both are suffering from the low SC6 price. At the current SC6 price their FCF's are negative. A difficult position to be in and it can only go on for as long as they have the cash resources to weather the current price storm. Unfortunately this does look like abating anytime soon.
Fortunately for SYA/PLL they are a key part of the US's strategy to reduce its critical mineral dependence on China. The IRA Act has pledged billions to expedite this strategy. Hence it might be appropriate for SYA/PLL to adopt the following strategy:
1. SYA and PLL to merge into a new entity called "US Lithium Inc" (USLI)
2. USLI to divest itself of PLL's African lithium assets.
3. USLI to focus ONLY on the US market and become a Lithium powerhouse therein.
4. USLI to simplify its management structure and reduce costs.
5. Consolidate shares in USLI so that the share price > US1.00. (many US funds only invest when SP > US$1.00)
6. The powerful presence of USLI in the US Lithium Market would make it a very valuable Strategic Asset that would attract IRA money, US investment funds, etc that would enable it to weather the current storm and subsequently prosper.
Just a thought and very much IMO only.