What is left to sell at Pilgangoora?, page-2

Yeah the announcement literally said there was 270kt available pending uptake of pre-announced options. I also said the same thing weeks ago. Not really revolutionary maths.

So:

1. There are benefits there if Ganfeng took on the ownership
2. There are benefits there if POSCO take on the ownership
3. Ganfeng have just signed a deal with VW to be a supplier. That would suggest there might be possibilities for VW to get involved right down the food chain.
4. Livent are looking for HR production. Outside of A40 (which I have nothing against but hasn't proven - even if holders believe it is there - that it is long life) where else are they going to find a quality, long life HR asset?
5. Does a major want to get involved in Lithium (big mining experience could be a non monetary benefit that helps improve PLS) - so do we see BHP, RIO, WES etc?

You have to remember if PLS can hit full recoveries and lower costs any part owner makes a profit. It doesn't have to simply be about uncommitted feed stock.