I agree, no one can really tell what the actual metrics are in there.
Still, current battery producers must be getting their spod somewhere. Since most li miners had to reduce production, presumably a lot of that supply came from GB.
At what selling price, prod cost & quality are all up in the air.
There must be a reason why AJM is soaking up available demand.
I am clearly waiting for expansion news, rather than refi.
Ann: Altura Achieves Record Concentrate Production in October, page-41
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