Will be good to see BFS on a 10 mtpa output.
1.4 million tons of SC6 of high quality that will improve margins of downstream processors.
Gangfeng and Yibin will get as much as they can.
With SC6 margins exceeding $3000 per ton on a PE of 10
After accounting for 60 % ownership those that got in near $1 expect a 400 % return on investment.
$4.20
ALL possible in the next 3 to 4 years
Remember EV adoption around the world is legislated to happen.
Lithium carbonate prices IMO will not drop in the next 3 years and likely to see above 500000 yuan consolidation .So to those that are worried about getting in at $1 expect a very good return on investment.
ALL IMO
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