On Lake, the key marketing point with DLE is that it is quicker to market and lower cost as you don't need to build the ponds. Looks like it is slower to market and higher cost and that is without other potential disadvantages.
Another plus for the Livent merger is their Hybrid-DLE tech, looks like something like this works, we could find that we could use this tech with the ponds we already have, so maybe we can ramp up production without the need of more ponds.
AKE Price at posting:
$16.11 Sentiment: Hold Disclosure: Held
