yeah, that is undoubtedly true. I would qualify that by saying that Stellantis is strategically interested in surety of lithium supply, not in repatriating dividends to foreign shareholders. I assume Tecpetrol is just more comfortable with Latin American risk in general.
Joe Lowry's made some fairly pointed comments in the past about how Argentina's great at production, but not so sure about how you get your money out.
Again - not talking Galan down, i genuinely dont understand what the strategy is or why this is not a risk and suspect it is a big component of the SP discount.
yeah, that is undoubtedly true. I would qualify that by saying...
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