What exactly did I 'twist'? Can you replace innuendo with facts. The metrics I posted were directly from a company report. They may have been based on different assumptions than were used in the report quoted by Teddy and the report may have been produced in a different year, but they were still facts based on the assumptions used. Just like quoting AUZ' IRR at 15% is based on a Co price double what is at the moment.
Be my guest - demonstrate what I have 'twisted' with facts.
But, really, it is all just 'fiddling while Rome burns'. It is quite apparent that sulphide sources are less problematic for producing sulfates and that is why they are currently preferred (eg recent offtakes by BMW and Ecopro).
IMO, no laterites will be funded in Australia until the Indo plants are up and running and seen to be working and whether there is still a need for new plants at that time.
Sconi will be on the back burner for years IMO.
TESLA Battery Day Sep 22 - PATENTS & LEAKS, page-175
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