Imo they will not throttle the output due to no offtake or storage room…..
I think at this stage consistent higher output will trigger the next key catalysts.
Yes, it will indeed cost money to produce, opex alone likely over $10M for the first 1000t, afaict.
That’s why I won’t be surprised if a CR is done to help fund this, even if we do sell some material along the way, either into qualification or into the spot market.
H2 will be very interesting and relatively exciting for the LT holders here imo!!
imo
Dyor
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