General Discussion, page-579

Thanks for sharing this great video.

Goulamina project has a post tax NPV of $4.1B at average spodumene price of US$978/ton.
Last PLS auction spodumene price is US$7,017/ton.
LLL's attributable post-tax NPV is $1.85B at spodumene price of US$978/ton which is at a 86% discount to the spot price.

LLL, current market cap $575m with net cash ~$80m, and with Ganfeng technical support and production in 1H 2024. I think this is a great long term opportunity.

However, currently FFX drama did negatively impact on LLL.

All imo.