ORE, Livent and GXY were small producers of Li hence they merged.
Livent were using Lithium salt from other brine sources in Argentina.
There is a higher cost in getting the right people up into the Andes.
ORE was selling less LCE than Altura
GXY were running low on spod in OZ.
I would say the Japanese who have been very busy in Canada and the gov recently are looking at exploiting the Canadian Li opportunity.
A bird in the hand is worth 2 in the bush.
SYA atm is that bird.
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