My interpretation of PLS being interested in downstream processing comes from their hard rock operations and gearing additional income from thosel efforts, thus the partership with POSCO and the Calix electric calcination technology that is experimental.
Them aquiring or going into a JV with ASN doesn't really enhance the product they have in the ground which is where I think they intend on going with.
I would think Albermarle have a higher chance of being interested.
My interpretation of PLS being interested in downstream...
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