LAC is my biggest holding (PLS is second). The clay project (Thacker Pass) has federal approval and is waiting for a final court ruling in February or March 2022. IMO this project is a clear go.
Size comparison
PLS Mineral Reserve 3.5 million tonnes LiO2 (convert to LCE x2,473) = 8,677Mt LCE
Thacker Pass =13.7Mt LCE
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