General Discussion Topics, page-36543

The LG Energy agreement/ arrangement with LTR is a great endorsement that spod is still as important as other sources to lock into for future Li needs.
I have them on the list for SYA for their proposed expansion in North America.
Interestingly they did not go to PLS to get the spod they were using prior to the Altura "acquisition"
Spod just sitting there.
They were very happy with the product they were receiving via 2 offtake agreements with 2 LiOH producers.
To me it looks like PLS has a customer relationship problem with LG Energy or if you believe the CEO, he just can't find the staff to get the old AJM up and running.
Size of resource is one thing what you do with it and with whom is another.
I definitely have LG Energy up there in Quebec and they do have a good relationship with members of SYA management and also may have a completely different take on how the "acquisition" happened.
The other big differences are;
SYA is next door to major North American customers.
The Tesla, VW, both stalwart LG Energy customers, looks like they are involved in building a Quebec hub with Nano One.
SYA can use hydro and not diesel.
China is the PLS customerbase.
China now have many resources to pick and choose from.

My point is in 2 years time the market cap of each could balance out IMO.