Ann: Project and Funding Update, page-547

“Sodium is not an alternative” at the moment…

You can postulate all you want - prices were “low/marginal” before the huge spike that you all seem to think is normal - and they have returned to that low level now. They may increase slightly if demand picks up - they may not. China has proven it can source elsewhere.

Let’s face facts here - the banks pulled their funding because of forecasts Wood Mackenzie provided based on all of the available info - which was materially lower long term prices.

All of you throwing your dolls out of the pram and having little tantys about it isn’t going to change anything.

The SP is likely to go lower if equity is created in any funding package. If large holders don’t want more dilution they too may just cut and run - forcing the SP lower.

Much the same as the cure for high prices is high prices - the cure for low prices is low prices. Marginal producers go broke, mothballed, M&A etc… until there is less supply.

DYOR IMO