Azs on TH, looks like battle for control already won and locked in. my view is that SQM, Gina and CE will likely do a JV as SQM has zilch chance for full control
What that implies is that the other majors are willing to take a slice of a big pie, unlike weakling alb which withdrew on first sign of storm
Meanwhile Mcaps update
Pls $11.78
Ltr $3.55b
Days away from commissioning and 8 months from production fora $8.2 billion upside.
Don’t get me started with azs prij valuation of $3b, no mre, no dfs, no funding, 6 years away from production.
all imo
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