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15:39
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Originally posted by stakx
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The oversupply issue. It may well be over supply to convertible quantities as there is a shortage of available converters to product delivered. But the quality is a major factor in all of this. I have not heard any issues emanating from Greenbushes. Converters are still using their material as a base material to blend others product into. The prices being obtained 12 months back was easy to discern industrial grade to BG.
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You talk non sense and you know it. PLS is providing top quality SPOD as confirmed by their customers. PLS has slowed production due to the Chinese conversion plants not being ready. You be more respected by providing facts than be a story teller.
