Those that tend to defend their investments vehemently, I own both PLS, AGO and have waited until after market closed to ask this question.
I've scanned announcements past twelve months, can't find anything that explains how PLS is to get it's DSO to customers?
Except agreement with AGO for 1.5mt to sell to it's own customers.
Might this be the factor the market is concerned with?
After all if you can't get your product to the customers do you have a viable business?
Has anyone direct me to an announcement where the post mine logistics has been finalised?
For with the proximity to Port Headland where AGO has spare capacity might cards be in AGO'S favour at present?
Might AGO be getting any cream/blue sky from Lithium prices surge?
Might explain why AGO rolled over and conceded such a good deal to PLS for Mt Francisco?
Any direction to announcement appreciated, abuse not!
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