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Ann: Battery Anode Material Study Update, page-98

  1. Names little
    19,284 Posts.
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    06/07/23
    13:08
    Post #: 68654045
    Hi ndp, yeh hopefully it’s not delayed as I am keen to see what selling prices they need to make the operation profitable, could be a struggle for them at current spherical pricing.

    Previous DFS price assumption US$4312
    Current Spherical pricing approx US$2200


    Really hard to see how it can be competitive, so those price assumptions will be real interesting.

    Anyway, all the best with it, though perhaps better to leave it in the ground at current prices.

    Any other projects they could better spend the funds on?


    RNU Price at posting: 19.0¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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