Ann: PLS Signs Cooperation Agreements with Altura Mining,AJM-PLS.AX, page-104

bundyau.. the Chinese are all over this. Read @SuperNinja posts and you'll get a feel for it.

Optimum Nano targeted to take 100% of AJM production mentioned on their website.
That will not be anywhere near enough.
However, deals will be disguised behind other players.
We will get the consolidation down to 3 or 4 major players.
BYD and Optimum Nano are two
There will be another two majors and that's what I'm working on.
Trouble is there may not be enough material for them.

My estimate (and yes it is rough) is around 10 times the demand by 2022
Might sound crazy but that's where I am... in a very crazy place.
The more research the more crazy