For all the doubters of the lithium story and the hibernating GXY share price, the PLS and TAW deals show that this is still the hottest metal on the planet right now and continued demand is a fairly safe bet. Regardless if you believe these are dud deals, take comfort that big players in the know (Ganfeng) keep on securing future supply. These deals tighten the noose around the independent converters (our customers) a little bit more and put GXY in a sweet spot. Does this make GXY the Robin Hood of SPOD?
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For all the doubters of the lithium story and the hibernating...
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