I've got no doubt those production cost will come down, otherwise I wouldn't still be here. Some of the CAPEX projects that are evolving at NAL are in line with of the best producers Down Under. I'm positive we can ultimately crack the $1000AUD/t mark. You are right, it's how we spend the money that makes a huge difference.
But let's not underestimate the significance of Moblan and also what Canada is doing in the background as being a very unpredictable influence that can surface at any time now - Surely short money is aware this is a lingering threat.
Again, I cannot emphasise how much excitement was evident off the camera at the AGM surrounding Moblan and the apparent good relationship with the Quebec and Canadian governments - Couldn't even get a concern about funding Moblan out of JB and Dougal.
Also, as the Sayona value rises, the reduction in risk is compounded by SYA's ability to further raise if necessary, rather than go bust or rely on debt to get through to what now appears to be the approach of more favourable Lithium prices (IMO)
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