It is things like this that add value to the merger more than equating simple volume and tonnage.
Livent is will ahead of AKE when it comes to solid state. With TTC in control and Toyota gunning for solid state before normal battery, they may be very behind the merger. Solid state is only a few years ahead, and there will be limited players, would place the merged company in a strong position.
We also have things like the added hybrid DLE tech that can be transferred to OZ 1+2 for bettery quality battery grade material that could result in higher pricing for battery grade material sold. Also, could be used for Oz 3.
We also would have access to conversion capacity in Canada. All knowns, just highlighting to the community as a reminder as to what could be just around the corner.
Is JB approval just around the corner? Is that going to be the catalyst that takes up to ATH's?
The start of August. the next few weeks will be a period of serious business. Have a great month all!
AKE Price at posting:
$14.82 Sentiment: Buy Disclosure: Held
