PLL General Discussion, page-1533

I disagree - you are ignoring the opportunity cost of SYA accepting current deal with PLL for a longer period. secondary to this it's clear that commitments have been made to Canadian government by SYAQ and SYA has an obligation to execute those down streaming commitments, otherwise both companies loose out. The PLL deal won't hold that back. The order of priority is clear - down stream processing is the priority and when that is done and dusted the PLL deal becomes secondary, and the opportunity cost or burden of the deal is dead.

100% of Nal is 100% of two different cakes - there is no benefit that I can see of a merger. They are operating under two separate jurisdictions with different political influences. The expansion will go ahead, but I would expect a fast tracked process. It would be more likely that PLL would be sold with SYA stake, than SYA being sold. People need to remember where the mining specialism is- it's not with PLL.