Im not sure BHP would bother to be fair.... What company/mine would suite BHP's scale requirements and stringent investment criteria? PLS? In my view, still far too overvalued given current lithium commodity prices and im sure PLS holders would not want a takeover at these levels anyway AVZ? Manono a great deposit but a can of worms if ever ive seen one. LTR? seems reasonably priced but Gina may prove difficult to get around..... MIN? yeh maybe.... but Chris Ellison.... Just seems too hard, i for one hope BHP stays focussed on Iron Ore, Copper, Met Coal and Jansen.
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