ASN 2021 and beyond, page-53

2700t LCE and 15000t NaBr in Stage 1. Current NaBr price is UD$10,000/t, MOU with Tetra (they already produce Br from brines in Arkansas), they are currently doing testing, Tetra looking to be offtake partner and possibly run the NaBr plant. Production cost of NaBr in the latest PEA is $377/t. Yes you read that right, production cost is 3.77% of current sale price on Echemi website.

It's modular in design with two plants in series, one extracting Li, one extracting Br. Future Stage 2 plan is to add 3 more modules to a total of 10,800t LCE and 60,000t NaBr. That will give a NPV of ~$4B (I think). The market has been asleep to the true value as it has only looked at the lithium, but it is waking up now. Time to get in is now, lot of upside once the market realises the total project value, not just the lithium.