Personally not fussed if its South Korea, Japan, Sweden , PLS, RIO or even a US OEM. In the end its Chris and Co nutting out the best deal for himself and shareholders.
Winsome is sitting very pretty on a chess board that just lost PMT as a viable source of lithium concentrate prior to 2030. Frontier is tied up with Mitsubishi, Moblan is a nightmare atm, James Bay/Arcadium needs a plant, but i dont think management are in a rush.
Other players like ALB are short supply for contracts, so thats another penny in the pool.
News out of Argentina is not a positive for any player in that region, and it will be interesting the flow on effect for future explores and financial backing, its a scary though being invested in South America imo.
at this time Adina is Queen of the board and every players who need concentrate will be wanting a piece.
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