Hi
THe BMX platform is fantastic tool for PLS
I do not think LTR or kidman and Wodgina are in any position to enjoy this golden moment PLS finds itself in- they are 18momths to 2 years away from being in a position to supply and even then there output you will find is totally committed to offtake agreements
PLS is the only producer to have extra capacity to take this opportunity of supplying the market's short fall.
Also do not forget PLS have always had plans to to go to a 5 milion plant.
They can squash any oppostion
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