Looks like you decided to buy?
What are your thoughts on the CAPEX side of things? At $1.5B USD for 25ktpa, it makes for a CAPEX per tonne of $60k/t. ASN is just shy of $40k.
Kemerton hydroxide is half the price.
That price tag does not include the cost of electrical infrastructure not the lilac bead plant. Factoring in those expenses, you are looking at total CAPEX around the $2B USD figure. Works out to be $80k/t. Double ASN.
Thoughts?
Don't listen to downrampers, page-289
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