I agree, we need Paul to speak on it. Why stop just short of producing battery grade carbonate to convert to hydroxide at a cost of $2606? Is there an offtake? Why does the PFS use "lithium carbonate" price of 21k for calculations if we are converting to hydroxide? Why is our IRR (A.T 20%) so low compared to EMP (A.T 45%) that has a similar capex to production ratio? Paulo in bed with the shorters again? What's going on? When was the last time you saw an IRR of 20% on a lithium project?
How does Paul keep finding a way to disappoint the market? It must be a skill.
AZL General Discussion, page-20711
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