great info in here,
Don't currently hold but have been watching closely! I think catalysts for me are regardless of production start date.
Yet unknown commissioning expenditure (never seen a mine commission smoothly lol)
OPEX of around $700 (conservative I would think?) against the Spod price - is profit margin attractive enough in the short term to get it moving upwards
Debt repayment impact on profit and potential dividend
Political situations with Lithium supply
no hype or confidence around lithium price jumping anytime soon
Am I missing anything?? you would have to think its at a floor for lithium prices but if we knew that we would all be rich I guess!
Will look to get in soon for a long position but spewing I missed the early day gravy train on it of course!
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