As an Atlas Iron investor (ASX: AGO) I can say that there's a mine gate offtake deal between PLS and AGO to use Atlas's transport, processing, and shipping through Port Headland. However, as a general battery enthusiast, I think the future will draw market share toward both companies, away from the coal/oil/gas producers, so we are all in for a fun ride.
GXY Price at posting:
$3.48 Sentiment: Buy Disclosure: Not Held