Spodumene concentrate price is still going up, new auction price fetched USD$8,575/ton for SC6.
Massive profit for cost less than US$500/ton.
LLL DFS price is using average spodumene concentrate price of USD$978/ton, coming up with post tax NPV $4.2B on a 100% basis.
Canaccord put a price target of $1.90/share at spodumene concentrate price of US$1,200/t;
LLL price target is $4/share at spodumene concentrate price of US$2,500/t.
Back in July 2022,
Goulamina: Ganfeng aims to complete construction and commence operations in late 2023 to early 2024.
It seems their note re early production is spot on.
All imo.
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