PLS is surviving, Ken said so in recent YouTube video.
There are issues with meeting spec and it only has, as PLS notes, a quasi-homogeneous resource. So strip ratio and selecting lithium from pits is tough, just look at how Talisons selects from its Chem grade and tech grade pits.
The questions to ask, is are retail being informed that floor prices are or are not being respected?
And what are the Ganfeng specifications for lithium products?
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