In addition to Syrah (graphite), AustralianSuper recently increased their position in PLS. Luke is on record as saying that they wanted greater lithium exposure.
As Jervois creeps closer to breaching its debt covenant, will we see AustralianSuper step up again here? Speculating, but one would think so - given their public comments around LT investments in the EV space. Hard to see them just walking away.
Ann: Jervois to present at SAFE Summit 2024 in Washington D.C., page-11
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