I have also heard rumours CATL missed PLS offtakes for trying to play hardball and got beaten by Ganfeng.
If that had been publicised at the time with PLS in the 30's I am sure everyone would have been digging the boots in on PLS.
Look how that has worked out for CATL (no supply) and PLS (looking strong).
No-one knows all the background details for this turn of events, good or bad. Share price will probably get smashed tomorrow absent news but it doesn't mean this can't develop positively over time.
AGY Price at posting:
25.5¢ Sentiment: None Disclosure: Not Held
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