On the face of it , no. We supply Gangfeng - primarily.However -...

On the face of it , no. We supply Gangfeng - primarily.

However - on the other hand, I think we have a great partner in Gangfeng for a start. Everyone in the world is screaming out for Lithium - every single crumb of it and they are willing to pay good money for the good quality spod resources - of which we have. Indeed very few outfits have a resource as high grade and almost 100% pure, as we do (as far as I'm aware).

Its like a race (that uncle Sam has just woken up to recently), where the USA led side is trying to lock up li resources and the China side is doing the same thing. Both will/are driving the prices up for Li chemicals, by doing this...IMO

Perhaps the USA led stuff is as much about jobs and manufacturing in the USA - than other considerations...

Anyhow - in the final analysis...I think the current 'climate' actually will benefit LEO

ALL IMO