The figure may look familiar, not sure how many noticed that the supply deficit has moved from 2023 to h2 2021, which is consistent my previous post 'https://hotcopper.com.au/posts/52084122/single' and the rapid price hike in spod and other li products.
Nigel and the BoD have to hurry up and get the mine open asap. 2023 is no longer the perfect timing. Hope they focus on the business and SH interests, not influenced by current politics. Many wish avz to be another FMG and NF to become AF. FMG basically gets all its money from China.
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