It's all dependant on the anode price in the offtakes. I'm still betting on 10k USD/tonne, despite the lacklustre market, because of the high grade/locality to europe/green credentials.
After FID and offtakes, I'm predicting we'll get to a dollar in the short-term, then a slow rise to $2.50 over the next 18 months. Accelerants would be a Niska expansion commitment or rising anode price. Or a silicon or graphene offtake
If Niska gets involved then we're easily talking $10+ after permits and FID for that. I recall we need a DFS too.
People here moan about no movement but it literally is the permits. I don't think offtakes will be hard at all. I guess time will tell.
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