Potentially worth considering the economics of producing and selling a Lithium Chloride product with more than 2x the Lithium content of SC6, that (because of it’s ultra low impurities) needs very little processing for the end use case. It’s a bit different.
I have not seen ANYONE saying on here that at current LCE prices (SC6 is not a relevant yardstick) GLN will be making huge profits on a 4-5.2 ktpa project. However, many thinking a bit better than b/e to moderately profitable is likely. Higher prices and it’s printing money.
Position on the cost curve matters a lot.
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