“Also why LLI and not AZM, RIO or Comet? They are closer and can...

“Also why LLI and not AZM, RIO or Comet? They are closer and can afford to pay higher tolling than LLI if it ever comes to a bid scenario.”

I wonder how much existing relationships and previous experience played into the WR1/LLI cooperation.

Both CE and Adam Ritchie worked on PLS’ Pilgangoora. Obviously Ken Brinsden was there also. They know what it takes. They likely chat. They know what each other are capable of. I find it hardly coincidental that 3x influential PLS alumni are now CEOs of fertile lithium land essentially next to each other.

I started taking proper notice of Canada when Brinsden had the shortest retirement since John Farnham. So much for spending more time with his family and in his boat!

North America would love (and to an extent, need) these 3 to essentially do what they’ve already done before.

I reckon AZM, RIO or Comet are likely still on the table.

Long term, I wonder when RIO will show their hand.
https://financialpost.com/commodities/mining/rio-tinto-eyes-canada-lithium