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.
Spodumene concentrate price is still going up, new auction price...
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