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My 2nd pick


PLL is dual listed, NASDAQ and ASX.


It is at 100/1 ratio, so currently it is US$44 on NASDAQ and 64cents on ASX.


AU64c x 100 x exchange rate(0.68) = US$44.


So when you read valuations of $180, don't get too excited, they are talking the NASDAQ price.


Positives

  • As JohnDe has noted above, PLL has 4 projects in the pipeline, so well diversified in the lithium space.
  • Near term producer via NAL/SYQ.  PLL also has an agreement with SYA  where PLL has rights to the 1st 113000t ( I tried clarifying this, but it turned into an unreadable mess, basically the agreement was made when Lithium prices were low, so now it becomes a windfall for PLL at SYA's expense,  is how it looks to me)
  • USA  policies are supportive of North American lithium projects.

Their November 2022 presentation lays it all out.


Rodney Hooper has a few youtube vids that are positive on PLL, some of Rodney's presentations look agricultural at their start, but he presents good info and reasoning.


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