Okay, so assuming MIN do genuinely want say 30-50% of our spodumene product to proceed with a conversation plant at Wodgina.
By pls forcing them to enter into a jv and share the cost of the plant, wouldnt it make sense that they just work on eventually doubling the size of the proposed conversion plant and essentially use say 60-80% of PLS's spodumene concerntrate, allowing both parties to have a similarly large amount of profit from the down stream processing. Both PLS and MIN get a 50% share in a much bigger and lower operating cost plant and PLS is free to sell any remaining spodumene concerntrate via short term contracts at spot market pricing.
@ozblue Wouldnt this be the best possible outcome for pls and the pilgangoora lithium district as a whole. If the deal goes ahead, no other BOAs would be required.
What im saying is the deal with GLC may just have been deliberately put together just to sort MIN and nothing more.
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