I disagree. Spodumene concentrate production is a far simpler process than lithium chemicals production.
Besides my experience in the mining sector concentrating ore and producing chemicals, I've followed/invested in GXY's (now AKE's) journey when they ramped up from construction, commissioning, and production back in 2016. They easily met their timeframes.
In the June quarter AKE received US$4,992/t for their SC5.4%, and this quarter they've said that their price is even higher. SC6%, remember is just a guide, and is not really relevant.
Today's share price, given their development and current spod pricing, is a steal IMO.
Banter and general comments, page-15557
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