100% imo Daisy... I only had just made similar observations to my brother about the false article referring to finance as well a day or so ago (and posted here). And today's ridiculous charts on so called costs where they conflate capex on expansions with Opex! It's deliberately designed to obscure truth and spread FUD.
The very idea that capital expenditure for possible expansions to meet future demand that in turn will deliver unit cost REDUCTIONS would be included in benchmarking against a current spot Spod concentrate price from the Shanghai Metals exchange ought to set bells ringing to any sensible investor.
Beware the FUD that even comes from what is supposed to be a respected financial news source. Certainly not worth paying for...but it might come to some use to wipe ones' ar$e!
regards
DF
Ann: Production passes 10,000t spodumene concentrate, page-56
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