PLS has dropped nothing like as much though and would gain far less comparatively from a change to the pricing structure as most of it's product is sold under offtake agreements to companies in China, also, crucially SYA and CXO have already been massively oversold; priced in by the market as unprofitable with care and maintenance basically (the irony being that CXO actually is, whereas SYA continues to ramp up and reduce production costs - so personally I believe has the most to gain with a significant re rate on the cards).
Therefore, if SYA (and with more price increases CXO) can show and prove profitability it could really be back to the races in a big way imo.
Again just my opinion, nobody really knows what's going on in the lithium space right now, DYOR
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