No hydroxide was mentioned clearly as part of Moblan. they mentioned carbonate evaluation at NAL and they mentioned a shortage of skill set to operate carbonate and chemical processing which is entirely reasonable and understandable. Imagine ploughing into something as technical as carbonate, consuming a load of working capital and CAPEX expenditure to repay the same mistake as the previous owners. I'm happy they are taking a slow methodical, considered approach to this as it's our future. with the uncertainty around this AGM
over we should start to see this lift. financial ms presented and we were making on average $700 per tonne AUS blended between PLL and our own supply. 180,000 is guidance for 2024 that's $130m less committed CAPEX. so all in all we're not in that bad of a position.
No hydroxide was mentioned clearly as part of Moblan. they...
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