it really shows how opaque the market still is within lithium. Most are simply riding momentum and clearly have not done their research adequately IMO
PLS 2.8b larger than AKE is simply off it’s head
don’t get me wrong I think PLs is a cashcow I. 2022 and I do hold BUT
220kt pa spod Mount Cat
12kt pa carbonate from Olaroz stage 1
10kt pa hydroxide from Narah
Olaroz stage 2?
US$400m in cash to fund JB and SDV with cash flow from above assets.
far out it’s just crazy the discrepancy - wake up market
not advice
Allkem General Discussion, page-269
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