JL has been no fan of FMC and subsequently the Livent spinoff’s...

JL has been no fan of FMC and subsequently the Livent spinoff’s management for a long, long time. His beef is with their direction and execution. Misunderstanding where the Li chemicals market is heading, misreading China and totally misrereading the LiOH market growth,timing and direction.
Many years ago he worked for FMC and he knows many of the players involved.

He does seem quite disdainful of their strategic planning, execution and the “spin” on their announcements and communications.

For many years FMC were the only major player in the Li space, and he sees them as an old, slow company being overtaken by the new major producers. I feel that he is frustrated to see complacency and ineptitude destroying the opportunity for growing with the rise of the Li battery material industry.

I hope he wouldn’t feel that I’m misrepresenting him, but that’s my impression.