While I agree with your sentiments, doesn't the BAM highlight that even with RNU's lofty price target of circa $4k per tonne the EBITDA is circa $329 Mil? Isnt that very low number based on the costs for operating and construction? Maybe investors believe that there are better plays out there?
Does RNU have any plans to increase this EBITDA other than graphite price? Will they drill more? Expand their plants to increase recovery and output? We need that number lifted significantly.
Ann: Siviour Battery Anode Material Study Results, page-311
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