Does anyone care to comment on the above information?
NVX is telling me the costs are up to $6,000 - $8,000/tonne, and the margin on sales is $1,600-$2,800/tonne
Now obviously no one knows what happens in 2030, but these numbers amount to EBITDA of $420 mill at capacity of 150,000 tpa
On these numbers I struggle to get a MC over US$4 billion at nameplate capacity of 150,000 tpa in 2030, let alone the ridiculous past projections on utube
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