who saw that coming! Positives: -Bigger company, rivaling...

who saw that coming!
Positives:
-Bigger company, rivaling gangfeng's 24b market cap gives a heck of alot of upside here
-Less risk and volatility purely hedging us to lithium which is why alot of us our invested
-Skillsets and expertise deriskings this all
-Balance sheet strength = no dillution really
-converter capacity and automatic buy-in with Toyota, the worlds largest manufacters who also happen to have US operations. One would be silly -to assume toyota isnt going to continue to be a major player in automobile

Cons:
-We dilute upside potential for SDV which could have been many x return
-I dont think ORE has great management even though i have been invested as long as i have with GXY

Overall, far more positives than negatives and i have a feeling the market is going to attach a premium to this merge co given the size and competitiveness in market.

With this much invested in lithium, overall I appreciate the derisking this brings