If they pull off what they have laid bare for shareholders then CXM will be but a dust speck in the distance, if not then they may well be on the bench for others to pick off...Can't see CXM being interested though due to the high silica content but there are other opportunities operating in the same vein or ways to enter that market as it has a lower moat to get across than the current one it is chasing.
LFP battery/Phosphate news, page-269
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