Allkem General Discussion, page-4007

I’ll be quietly stunned if @GCar hasn’t got a meaningful contribution to the situation here.

AFR reporting 6 year delay not 6 months but I may well have browsed over that head line to quickly.

minres last week
lake this week

just shows how hard it is to bring supply online.

off topic but can’t help but be intrigued by the massive short positions on PLS, anyone got thoughts worth shoring as to how this plays out? I have mentioned before I can see PLS taking something over and perhaps getting them off the hook via sophisticated discounted placement for capital injection.

not advice