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Message: Re: Arena expands claims
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Oct 06, 2022 11:32AM

Great post, per usual, rkeeb!

rkeeb:  " In LAC's first investment announcement in Arena, in July 2021, mention was made of LAC perhaps increasing its ownership above 20% at some point, making one question if the future of Arena isn't perhaps a majority stake or perhaps outright acquisition by LAC and Ganfeng. 

Add to this complexity the implications of the potential split of LAC's Thacker Pass and maybe all North American operations from Cauchari and probably all South American operations."

The future of Arena almost sounds like déjà vu all over again relative to the history of Cuachari-Olaroz and it's evolution as a fractured entity.

I, for one, haven't really followed the Arena situation and Pastos Grandes to any degree, certainly not as closely as most members of this Hub and never to the degree of detail rekeeb has supplied with his post.  Thanks, rekeeb, for your detailed analysis of such an important topic!

Of cours, it should be readily apparent to anyone who reads the posts here on this Hub that I share the anticipation of the proposed split for LAC.  It is interesting that Jon Evans doesn't seem to have followed up with his earlier  suggestion that such a split might be in the future for LAC. 

Was he just throwing that suggestion up aginst the wall to see if it would stick or was he serious about it?  Thoughts???

Again, thanks to rkeeb for a terrific job.

Okiedo

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Oct 06, 2022 02:20PM
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