Agreed. I have always known you as very conservative person with your calculation. It’s great to throw around ideas as a point of discussion. Personally I believe PLL biggest advantage is leveraging off its partners, I.e Sayona and Atlantic lithium.
i understand the push from government to secure a made in America supply chain of critical minerals, However I have a feeling that their North Caroline will takes more than just the government intervention. They have a lot of resistance from the Gaston county, which will delay their project for years. And as you know, the train doesn’t wait for no one. Unlike Sayona, we are constantly engaging with the indigenous communities.
They will definitely need to move on asap and get their $hit together, otherwise they will have nothing to sell once we go downstream.
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