The important fact you’re forgetting to mention is that Sayona is IN-PRODUCTION, a lot different to “GOING TO-BE” IN PRODUCTION. Similar meaning but totally different outcome.
We are debt free, and DFS are for SINGLE asset, i.e NAL.
Moblan will be a monster and we haven’t seen nothing yet.
Carbonate downstream in approximately 2 years with an ridiculous low low capex of $300m. Bye bye to PLL OTA.
You didn’t highlight the importance of the inflation reduction acts IRA (a game changer), which also includes the $7500 credit for batteries components makers in North America.
Those are just some, there are others that will come into play in the near term catalyst, such as Jordan, Troilus….
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