My assumption is the LIT may have done a rebalance buy as AJM and PLS both rampup production compared to other Li Miners, their % of the LIT ETF will grow and in turn Institutions will take notice. What I found interestng is AJM's comment of 90% of stage 1 capacity with offtakes, this actually leaves the door way open for shipping samples to other large offtake partners who can get 10% of stage 1 and more in stage 2, bring on the 3rd offtake partner news, I'm thinkng Ganfeng or POSCO. All IMO DYOR.
Ann: Quarterly Cashflow Report, page-39
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