makes a lot of sense - and starting to understand why the board aren't going with downstream processing straight away (esp when you factor in JV).
the economics here are beyond compelling (if the prices hold true to what we are referring to here - which I think is more likely than not - I can already think of 2 to 3 other companies who were market darlings that were supposed to come online around the same time as us and that's looking very unlikely now - remember TO comment re 7 years to production - this supply deficit is getting realer by the day).
incredible spreadsheet you put together @Anteviarel
Ann: Investor Presentation, page-37
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