And strong chance of being heavily involved in downstream supply chain.
M&A’s have also begun as evident by PLS’s successful purchase of the AJM’s plant.
The industry will undergo some consolidation to achieve synergies right throughout the supply chain.
PLS are now one of the biggest hard rock Li mines on the planet so I don’t see a newcomer on the block hindering PLS.
I don’t even see that giant resource in the Congo hindering us either and that’s been around for a few years now.
All in my opinion
Good News & Bad News, page-133
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