I think you have it completely wrong.
The reason PLS targeted LRS is the much lower capex, opex, taxes, royalties and energy costs in Brazil. If WC8 was better, PLS would have chosen Wild Cat.As lithium prices plateau out ..
High costs countries like Australia have a much lower competitive advantage. Right now as crazy as it sounds Tabba Tabba would not get funded.
2 years ago a suggestion a 100MT deposit would be on the nose would be madness.. But, it is ALL about margins now.Interesting times ahead.
PLS takeover for LRS is highly positive for WC8, page-24
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