toyota buy in price, page-13

niu and guild

Really meaty comments. Thanks for sharing them here.

A couple of quick points.

Mitsubishi already has equity in the company that is intending to set up a 40k t a year lithium operation just to the south of Olaroz. I can't see Toyota walking away from Olaroz, they will stay in there if only to block other auto players from getting a foothold.

My guess is that the financial services guys must be really doing a good job of spooking company bosses about how gloomy the near term future looks as everyone seems to be raising capital at the moment. I've got entitlement offers and spp's coming at me from everywhere. No doubt they all remember how dire things were back in 2008. But as you point out guild Orocobre have already been to the market so we should be right.