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34,338 Posts.
9114
03/10/19
16:00
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Did you check SDL required Capex is around 10 times of AVZ's?
SDL capex, was around USD$4.6 billion
AVZ capex, capex for 5mtpa, USD$360-400m
Iron ore is a mature market, lithium is an emerging growing market where China highly depends on importing.
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