It just makes sense. Thought that would eventually happen the moment I heard Ken was starting at Patriot.
PLS would then have a tier 1 asset supplying Asian region and also a tier 1 asset supplying the North American region.
The huge issue is shipping "waste" in the green revolution thematic so cutting down the shipping footprint to refiners is a key element for the EV industry.
Bit of a no brainer and with PLS printing cash I can see them doing whatever it takes to secure the CV5 deposit.
The fun for PMT holders comes if ALB/SQM/MinRes/Livent/Ganfeng want to get involved too.
PMT Price at posting:
$1.72 Sentiment: Buy Disclosure: Held
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