Feel Good Stories from Investors, page-159

The 3 key points that have made me stick with PLS

1. Management, management, management
2. Great and safe jurisdiction and location
3. Size of resource

and yes in that particular order... having dirt in the ground is great, but how management can navigate the tough times, have foresight and strategy into the future is completely something else. I will choose exceptional management over size and quality of resource any day of the week. When they managed to renegotiate the Nordic bond in the early stages of the covid crisis i knew these guys were more than capable of anything and we would come out on the otherside ok (but obviously we've come out much stronger than most had imagined).

Ken was also right he was saying all along re: conversion capacity delays but the market would turn and quicker than most think, and he was right and for that i trust his judgement - he knows the industry far too well now. His knowledge in Lithium is the equivalent of John Borshoff in the Uranium world.