What's the lithium carbonate pricing in those supply forecasts?
Sounds pretty promising by the time SDV comes on line.
Also a point to take into consideration. Spodumene pricing has for the most part been linked to a pricing formula within China that takes into account Li Chemicals pricing.
Just goes to show the trouble GXY would have been in with a purchase of A40 and why progressing with SDV is the solution.
And if you want to use those charts to suggest GXY will need to do a cap raise at a heavy discount to fund completion of SDV, if those forecasts are correct the company should have no problem financing when the US$169m disappears.
Expectations of a major cash drain from MtC are now out the window.
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