At 35% tax I don’t think we will ever face any issues from the Argentinian government. That’s alright we need to share the wealth. Hopefully the country and region does well out of all of this.
I have not kept up on the supply and demand situation. I have a fair idea regarding demand. Do we really think that much supply will come online successfully to meet demand and bring prices back as far as they state as soon as 3-4 years. It may well and it is probably a good thing for the company to not eat too far ahead of themselves. Let’s just say their is room for some upside to these projections.
So we have a few upgrades and pricing being announced early, still plenty of room for a few surprises since these announcements are not exactly unexpected strategies.
Well done management for getting a few ducks in a row, could be more coming tomorrow.
I’ll have to reread as I don’t recall a timeline for stage 2. Remember seeing H2 2023 for SDV.
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Ann: Olaroz interim resource update and Stage 2 economics, page-14
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