Good News & Bad News, page-774

Uhmm Robj, Given the progression of Li use/application across the world - as a latest mainstream example the military (Japanese Self Defence Force and others ?) now fit Li batteries to submarines for "silent running" in times of potential engagement stress, makes you think whats next (anywhere) and franky thats the beauty/excitment of this disruptive technology. Remember PLS establisment / production is only 5 to 6 years old and IMO the current snags are 1/ persistant old world conservative thinking (political, commercial and social) - new industry threat and hence inability or time adaption that will threaten and diminish their existing profit bases. 2/ Regardless of disruptive tech and BOD competences/ partnerships facts attached to the cleaner energy drive, PLSs youth and subsequent learning and growth curve is yet to show a "profit" - ultimate proof for investors. 3/Stop start news on future? major partners (Posco and others ? etc) - adds an element of doubt give all the positive industry claims"why the delay????" so investors will hold back and see what happens. 4/ Having Govts upsetting trading partners (right or wrong) doesnt help either companies or investors confusions when investing either.

I do believe the manipulation messages/games (control - scares) from the likes of CXXT and NXXT, CitiB and MS, MQB etc bode well for Li players but do add to the "what is going on and why?" Clearly a long game is in play and as for this investor it is the first quarter in a long (positive) game for PLS and others. PLS will be fine it seems to have its head screwed on just a few more boxes to tick, think POSCO is the initial key in advancing. GLLTSH hang in IMO.