AJM has a lower strip ratio so why would mining cost be similar? Mining cost should be a function of the spodumene concentrate produced, not dirt dug up for a true comparison.
A lower strip ratio should be a reasonable trade off for tantalum which is now flooding into the market from PLS, Talison etc and let’s not assume the tantalum price will stay where it is. What will those tantalum credits look like in a year or twos time!
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