My opinions are made from research.
Diversity means PLS will be sitting on spod for more than 18months as it will take the U.S and Europe longer than that to catch up with LiOH production.
By then there will be competition.
PLS doors are open for business as per KB
So far no new deals.
I would not be surprised to see Ganfeng swap to Tianqi for spod supply in the near future and sell out of PLS.
Ann: PLS: Altura Creditors Approve Deed of Company Arrangement, page-82
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