CATL (China) is probably not happy about PLA building a conversion plant plus CATL has been discounting batteries to certain EV manufacturers and not others. China in bed with GS and Co it really looks like a Lithium war. I hold PLS as well and think it’s impressive such a huge block was sold down without the SP tanking. Obviously lots of buyers and might help the SP run as a change of hands from and early holder to a new one is not a bad thing.
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