Joseph yes PLL PFS was reported 26 May and seemed to have little impact on SP, the big move was the hyped Tesla offtake.agreement. I'm trying to understand why the PFS may have little impact on SP, but an agreement would. Afterall it's likely the world demand for Li hydroxide will outstrip most production capacity in the next few years so does it really matter how big the agreement partner is?
Maybe it does matter in the case of VUL when they may perhaps have some of the largest reserves in Europe. IMO DYOR
VUL megathread, page-288
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