I'm going to dispute that 60%. The chart below is as near as I can get in the comparison to a starting point of May this year, when the merger was announced.
Arcadium is likely to outperform PLS once it gets going because its forecast annual LCE production is much greater. PLS is a one trick pony in comparison.
For the record, AKE's forecast LCE production capacity was already greater than PLS prior to the merger and after the merger will be a little under double that of PLS (and also greater than that of Ganfeng).
AKE Price at posting:
$9.83 Sentiment: Buy Disclosure: Held
