also covered in the most recent episode of Global Lithium Podcast. His view is that it's good enough that they should go it alone.
https://podcasts.apple.com/au/podcast/episode-153-lac-gm-the-thacker-pass-decision-patriot-games/id1483677267?i=1000598734500
Speculation PMT may be an acquisition target for PLS, page-6
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