What do you guys think the MINIMUM absolute worst case SP could be based on a worst case scenario?
As I understand it's nigh impossible they could not go to production now, right? So worst case is conc is FAR worse than expected, variable, hard to process = costs a lot more to produce and ship.
From the demand side, I cannot see it dip, but let's assume a very low Li price. What would our worst case SP be then?
What I am getting at is, I believe there is next to 'zero' risk of SP going to <50c long term. So you have all this massive upside with next to no downside risk, or am I missing s.th.?
Massively undervalued, page-321
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