Day to day discussions on S/P, page-4549

Hi bzgladman,

PLS have already shipped 8,800t early Oct at a 6.256% Li Spod, they have commented they have another 15,000t ready for shipment end Oct, which we are suspecting is going onto Emilie Bunker today at PH1, all are eagerly awaiting the Stage 2 (fully sold out) FID any day now. Ganfeng our current stage 1 and stage 2 offtake partner has now signed new agreements with Tesla and BMW for Lithium Hydroxide (Genfang looks to be growing into the 2nd-3rd largest Li chemical converter worldwide, Great Wall have signed agreements with BMW to make the electric mini in China and POSCO our 3rd stage 2 partner has commented on a big shift to focus on a Lithium future ramping up Lithium Hydroxide plants in South Korea where PLS has an option to JV after stage 2 proceeds. Stage 1 is ramping up as expected. All 3; Li Spod, Li DSO and Tantalum sales are progressing as planned. Their is a lot of positive news expected shortly. As for the current share price, it's just a good buying opportunity for us long term holders. If you believe in the volatility of USA markets due to their 3 week blockouts on company buybacks before quarterly announcments this blocked approx 83% of S&P500 companies buying last week, this is easing this week. All IMO best to DYOR hope this helps.