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.
Yeah the announcement literally said there was 270kt available...
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Last
$3.80 |
Change
-0.080(2.06%) |
Mkt cap ! $11.43B | |||
| Open | High | Low | Value | Volume |
| $3.82 | $3.84 | $3.76 | $101.5M | 26.69M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 80354 | $3.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.81 | 241726 | 10 |
View Market Depth
| Last trade - 16.10pm 30/05/2024 (20 minute delay) ? |
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Last
$3.80 |
Change
-0.080 ( 2.07 %) |
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| Open | High | Low | Volume | ||
| $3.82 | $3.84 | $3.76 | 7705296 | ||
| Last updated 15.59pm 30/05/2024 ? | |||||
| PLS (ASX) Chart |