Moblan probably gets delayed till 2029 when there’s better pricing according to Wood Mac who from memory were used for the NAL DFS. The Moblan MRE increases to greater than 100 mt. Hopefully this translates to a reasonable NPV which in turn means that PLL’s Sya equity is worth more than the current 48m AUD.
Even if the spot sc6 price increases to the 2024 Fastmarkets prediction of $1200 and the AISC for NAL decreases so SYQ is cashflow positive it would be helpful.
Tough times for all lithium companies
PLL General Discussion, page-2142
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