For me I believe GLN will never produce lithium from Candelas,...

For me I believe GLN will never produce lithium from Candelas, think of it logically it does not make sense for FMC have a plant there, POSCO will probably have a plant there,why would NRG, GXY or GLN to also "do their own thing" next door.

The most likely and desirable outcome IMO is that the smaller fish will be consumed by the bigger fish to give economies of scale in the area especially with regard to processing.

Up to that point it is the gamesmanship of maximising the buyout price of the asset in question. Thats why JP will play the "take the project to production" card to the max for now but utilimatley sell the asset. As long at that is somewhere in the $300-600mill mark with minimul dilution its fine with me.