I’d be more worried about yourself defending Chris Ellison’s attempt to muffle criticism of his DSO strategy a few years back
If you follow the thread, your questions will be answered.
basically I’m just following empirical facts, that LGES have not made mention anywhere in public domain of this ‘offtake’. So it’s not material enough for them is what I’m saying and gave example with KDR and Mitsui. Nothing defamatory.
LGES noting in their newsroom how competitive ev material supply is for nickel and cobalt in that space have not done same here with lithium, maybe you can ask LGES Why the inconsistency.
I’ll tell you what my suspicion is, I still think a T/O will happen here because you need expertise that may be really hard to find nowadays.
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