Howard Klein interview : PLL in box seat for Kidman style buy-out

Thought this deserved its own thread (thank-you @Empty )

1) There are only three major hydroxide producers globally: Ganfeng and our two neighbours ALB/Livent
2) If Tesla keep to their targets this time next year they will need the whole current global hydroxide market just for their cars
3) Covid has made everyone look locally (ouside China)
4) PLL the only spondumene deposit in the USA
5) Large EV companies are looking for proven methods to extract high purity battery grade lithium from spondumene (PLL)
6) Recent refinance of lithium debt/investments into sustainable products/SPAC show the pending wave of demand coming

This is as Howard says...PLL is a no brainer for investment