perhaps it’s an honest oversight, but how can you possibly execute a SWOT and not mention things like the massive SP6 source, POSCO or Calix?
PLS is profitable, paying a nice dividend, and is three years or less away from producing 1M tonnes per year of SP6, with at least some downstream refining capacity, and we’re supposed to settle for THAT analysis?
on top of all that, we have a management team that is responsive and executing at a high level, unlike the COREs of the World (I see you and your shameless BEOT support, GM!)
perhaps it’s an honest oversight, but how can you possibly...
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