MIN dont need offtake partners for their spod, they will be coverting their own spod in their own hydroxide plant. Thus, any offtake will be for hydroxide. And I think you will find capex of $550 mill includes hyroxide plant costs. But, on the MIN numbers re Wodgina (AUD$3.6 bill), you would think that would translate to a re-rate for PLS, my math arrives at an sp of AUD$2.51, and that's based on US$700 pt, and doesn't include POSCO JV. So, IMO we have a lot to lok forward to, as the mine ramps and stage comes into play.
Wodgina just sold 50% for $1.6bA, page-67
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