General Discussion Topics, page-91274

I agree with you, I don't see why PLL has gone up 6c at all, they have 113kt of supply at cost of $900/t that's it, no mines, no plants just 113kt at $900/t.

Imagine what could happen to PLL if over next 2 years SPOD fell to $1000 and PLL were buying it for $900 from SYA, ($100 * 113kt = $11million profit)

In the meantime SYA building a plant to process 226kt of spod into Carb/Hyd.

Worse yet PLL wont have a mine of their own in 2 years time.

I think SYA is a safer bet because WE ARE MINING, and Days away from producing SPOD.