General Discussion Topics, page-58850

Goes to show what you guys know about PLL. They're earning in to 50% of Atlantic Lithium's projects. This is in addition to their ~10% shareholding in the Atlantic Lithium company.

To help fund their own projects, in addition to the NAL off-take (which will provide them with great cashflow over the short-term until NAL refining), they can liquidate their SYA stock, which is almost inevitable. Similar to how Sandfire Resources sold their ~16% stake that they held in a similar mining company, to fund their own projects. I think we'll see PLL divest their SYA shareholding to an institution over the next 12 months.

I still remember you royally roasting me over my 30% SYA dilution over the next 24 months assumption, when I projected SYA's future valuation. A couple of months in and we've just seen 15% dilution off the bat - and that won't cover Moblan capex. If you think PLL are going to be in a tight spot for funding, you may want to look a bit closer to home.