Sorry if already posted, all these analyst/funds coming to the party, there has been a lot of late. IMO, there's a good reason why, divis + sp appreciation for their investors, and knowing P1000 in underway and the possibility of 3 chem conversion assets (POSCO/PLS hydroxide, PLS/Calix midstream and 2nd hydroxide facility is incoming) would get the attention of these late to the party funds. If one assumed spod pricing settles at US$3kpt average for the decade, 1 million tonnes of spod + say 100kt of chems (mix of hydrox and midstream), do the math, you ain't seen nothing yet, brace yourself....
Good News & Bad News, page-29647
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