If I were AZS/SQM i would launch a TO of ERW, but i hope to hell that doesnt happen. OK it could be a huge 300-500%+ SP rocket to start, but would only be a fraction of the future potential if it was successful.
SQM buy into ERW? Possibly get on the register, with a long term TO which i think is happening in AZS once proven. Thats a good scenario imo as we would be in the 100's of millions MC by that time.
PLS did this way back with Dakota Minerals, when Dakota had land right beside pilgangoora. Smart move by PLS, dumb move by Dakota imo. PLS did alot of smart things.
back to earth....lol.
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