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Message: Re: spin-off concerns
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Mar 13, 2022 06:43PM
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Cal
Mar 18, 2022 10:04AM
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Mar 21, 2022 12:20PM
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Cal
Mar 21, 2022 04:44PM

Firstly, I would like to point out, that it is just a speculation on my side, I have no support for that. My reasoning is, that Cauchari-Olaroz has quite streamlined ownership structure: Ganfeng 51, JEMSE 8%, Ganfeng ownership in LAC directly ....

Their interest may be different than an interest of a common shareholder and they do not need too much of retail support to push it through. So if all "unwanted" investors are moved into C-O, then the remaining portion may not be that big to bother. But there is also an alternative, that T-P Ltd will be formed and current shareholders, excluding Ganfeng will be granted shares of new company and process from those 15% will be returned to Ganfeng

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