Running discussion on SP, page-48070

I'm a tad bewildered with VUL Vulcan
PFS targets 15k production LiOH of its stage1 2026 40k stage2.... not much really considering the hype of the SP and the demands/requirements of the OEMs n battery manufacturers in Germany
next, production is 4 years away 2025
next, the process of injecting the spent Brine liquid back into the Well is going to dilute the lithium further
I can't see VUL being a significant supplier at all not with those quantities IMO

gives me a headache to watch the AVZ SP languish while the likes of VUL who only have a PFS released and essentially only an MOU with LG with no prepayment (only becomes binding in November under conditions) I would like to point out

AVZ fundamentals and financials exceed VUL
AVZ has the ability to supply Germany with sc6 pls and/or lioh

they were getting excited about this LG deal would be worth $100 million per annum in sales for 5 years
When AVZ EBITDA will be $380,000,000 yearly that's profit of say somewhere in the order of $250 million/yr
DYOR