You contradict yourself. Your post in that other thread talks about how PSC has low opex and now you come out and say its high???? what gives?
PSC Opex is in-line with other lithium players. Granted now BGS has increased to 2mtpa and as such their opex is lower now at 281/t USD. In any event opex is not an issue with PSC IMO
Look at TAW for example, higher OPEX and their lithium concentrate price is fixed at 880/t for 2 years and their project is financially viable. PSC's lithium concentrate price is not fixed and is linked to lithium carbonate price.
Ann: Managing Director's Update, page-6
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