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Friday, 05/12/2023 10:22:07 AM

Friday, May 12, 2023 10:22:07 AM

Post# of 112
Re-post - >>> Deep dive into ALB vs PKX to add downstream processor of Lithium to my holdings. Long story short, beyond the Lithium hydroxide JV with Pilbara, PKX has battery materials processing lines feeding battery manufacturers, proprietary DLE technology, and produces Lithium Carbonate. They also have a host of other divisions that broaden exposure: energy agriculture, and steel production. PKX is extremely well positioned to feed materials to the battery manufacturers in Korea, and across Asia. They are approximately the same MC as ALB. Bottom line both are attractive based on their individual strengths in the respective geographic locals. For the moment PKX looks like the more attractive option due to it's holdings beyond Lithium.


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