No it doesn’t warrant
I watched Ken’s sermon. He says it’s a challenging thought that other suppliers will catch up. But that wasn’t the question he was asked. He was asked basically how long can this be sustainable given supply will come on market?
I believe BMX spot sales is the vertical integration for value added lithium products that you have when you’ve failed to materialise a plan with a tier 2 resource.
POSCO JV signed in 2019, most of you here now we’re not here when that was the sermon
Ken & Co. Only linked to Lirhium carbonate not hydroxide, only KDR linked that way….
Did Ganfeng and GL agree to improve terms on its long term contract?
Ann: Significant Increase in Pilgangoora Resource, page-202
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