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16:37
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Originally posted by Cadel
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Not sure what you mean by diff price point. But anyway I imagine it means the difference between the credit raise price and share price. I don’t see how this can affect the fundamentals. To me the fundamentals is what the company has and what it is doing with it. So no fundamentals have not changed. The fundamentals is all about having a quality resource that has been completely proven through drilling and studies. The fundamentals of our studies are great, good profits even at a very low price of spod, around $550 per tonne from memory. The price of spod will not go that low even with new supply coming on line. With all of the Giga factories being built and massive demand for EVs. Not sure Australia is ready for mass movement over to pure EVs, but if every car make had a hybrid option right now I’m sure there would be massive demand.
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Thanks for your clarification and it concurs with my research. I was referring to a post by a certain poster when he mentioned that the fundamentals have drastically changed and to be honest I could not see how they could have changed.
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