Also CTR with Goldman’s aren’t doing a small IPO if they are planning early 2024 listing on the NASDAQ. So that’s also a sign that the lithium price isn’t relevant.
The IRA is key because you need 80% domestic supply to get the tax credits. Why would you buy it from elsewhere?
If CTR are pushing ahead with a viable proposal then Phoenix has 5-10x their position down there..
Open to thoughts here??
