Great points raised.
PLS certainly have the cash in the bank to grow the business significantly, whichever of the 2 options they choose.
The point I was simply highlighting was that the supply to China is a risk, with US geopolitics and China looking to diversify to Africa, and that by the time the upgrades are up and running the demand environment might have changed.
But also there are Australian companies over there, SYA, PLL (redomiciled to US), IR1, WR1, GT1, AZL etc. it might not seem out the question. Also can you imagine a Pilgangoora size project in the US?
You guys could buy IR1, have mining permits, historic lithium mines, pegmatite outcrops with spods everywhere.
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