I wonder if producing >99%v205 qualifies you to get the tax concessions. i know some of our peers were looking at shipping concentrates offshore like RVT and SRN to then be converted into v205, so you could argue that producing v205 is the end product before it's goes into steel or batteries with only minor extra processing that we would be doing anyways.
I mean if you are spending north of 800m on plant to get the end product I think you're pretty far down the value add chain I wouldn't call our project a dig and ship operation.
this could do some nice things to the NPV and IRR if the tax credit applies to all our production as soon as it comes out the kiln
AVL Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
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