while we r waitin for the news in the next few months, i thought we should express our opinions on who may be keen to bid! n at what price$$$
i go first!!
1. albemarle (they missed out on few)
2. sqm
3. tesla (i expect these guys for sure at the table, as they want to produce 1mil ev's per year)
4. may be rio (not too confidant on this one)
5. exonmobil (another one i expect to turn up most likely at the table)
6. saudi/gulf royal funds (heard they are keen to set up battery plants of their own?? you never know these guys n can't underestimate)
i expect the min bid to be usd $2 bil +
shoot away your opinions gents n ladies if any
also i feel that short term price movements in lithium prices will not have too much impact on phoenix bdding! cause it's the long term lithium supply n security you want to lock in, if you are a big boy at the table!
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