Few thoughts to throw into the mix: - current offtake arrangements meant lithium had to go to Burwill. This spinco allows for additional deals and offtake agreements. Given Tawanas / MCs ability to deliver these will be signed as soon as there is even a penny of lithium found in Cowan etc - this makes the appointment of the M&A lawyer to TAWs board super obvious in retrospect what it meant - the canning of AMAL ceo + partner was sparked by business relationships wanting easy of dealing with TAW board and probably additional deals or supply. Also - this means big dividends to come!
TAW Price at posting:
45.0¢ Sentiment: Buy Disclosure: Held
