SQM got early move prize in acquiring 50% of KDR’s Earl Grey deposit.
ALB picked MIN’s at massive premium of around A$1,040/ton for JORC lithium resource.
WES chose KDR as well paying around $546/ton.
Why did SQM, ALB and WES all forget PLS? It’s interesting, probably their stage 1 & 2 production are all binding off taken. I think potential buyer(s) for them would be their off take partner(s).
CATL, was interested in acquiring AVZ two years ago, but nothing seems happening, instead of investing in AVZ’s neighbour, TTX; its NAL’s director recently invested in AVZ via Lithium Plus.
Manono Project is likely to have 1Bt resource, is that any savvy bidder or not, have to wait and see.
High risk with high return, imo.
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