Take into account DOE loans : Ioneer just got $700 million for their project plus % sale of projects, pre pay hydroxide offtake and Ghana early spodumene sales
Over $1 billion in 3 years is substantial revenue from just the NAL asset is healthy
What happens when chemical plans occur in Quebec?
We will all see, but I do see that the chemical timeline is already being pushed out and please note Dougall wording in latest webinar 'our ambition'
Once again if you think a party is just dropping $452 million a year in earnings without some type of compensation when it clearly states both parties must agree then good luck to your dreams .. There is plenty of spodumene coming online to partner with and also NAL could partner with a chemical partner and toll their spodumene directly.. Think big instead of just wishing away an offtake deal which aint going away anytime soon
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