Allkem had an announcement a couple of hours ago which is pretty significant when GT1 gets to putting out its scoping document. The $5,000 Spod prices have been noted on other companies sites, but this is spot prices converting to being contracted prices. Contracted prices moving to the $5k level makes the numbers real and achievable (if you have product to sell).
Allkem's announcement of 1 April (and its no fools joke).
GT1 Price at posting:
86.5¢ Sentiment: Buy Disclosure: Held
