hahahaha i understand the truth can hurt a bit at first.
once the pain subsides and you’re thinking clear, reflect a little.
Considering all things ESG credentials, including embodied energy, Australia’s supply chain is to Asia, mainly China.
China might be a little loose on ESG credentials that’s why they’re happy to divest their supply chain and seek to Africa. Won’t impact PLs for the next few years though but something to consider by the time your upgrades are ready.
PLS should seek assets in North America to diversify and strengthen its portfolio.
Get a similar asset in North America to what you have now and congratulations, PLS won the lithium game and so did its shareholders.
for now, it will be within this range until your production upgrade.
Good News & Bad News, page-19577
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