PLS 2.96% $4.18 pilbara minerals limited

Lowry on Talison and ALB

  1. 882 Posts.
    Just a link and quote below. How does this perspective about Albermale's "reality management" and it's JV to process spodumene in WA figure? :

    "The large Talison capacity number that ALB likes to cite is also not likely to be achieved. Look at the history of Talison exports during the recent lithium market shortage years. You should ask the question: why didn’t Talison ship more if they were producing so far below their hypothetical capacity?"

    https://www.linkedin.com/pulse/alb-delusions-grandeur-joe-lowry
 
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