i have alway used PLS as a guide to us progressing as well,
the manin issue now is that PLS is much much larger...looking to expand to 1million production a wow amount, they are what seems a stable producer, some might think whey be in CXO with a better upsdie to PLS, those dividends re PLS will improve alot on the pitance of resent times.
still, CXO remains a better longer term option,
i posted earlier re chat to G, by another poster, ans would poss an additional query in.... past announcement stated (with delivery of production) that CXO was stable reliable supplier...but seems with issues not so much and behind with production.
HOW does this play out with our offtake partnerships.... there are oftern get out clauses... if one doesn't supply in a given time frame?!!
It could be bonus for the offtake partner being chinese, if GPD has slow they might not be in a much hurry to take product now..?! thoughts
i have alway used PLS as a guide to us progressing as well, the...
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