The one item I liked in the presentation was
“Study commenced to explore potential further expansion of production capacity beyond 1 Mtpa.”
Increasing spod production is the way to go to counter any further fall in the price. We can’t control the price, but we can control the amount we produce.
Perhaps the market does not like the emphasis on down streaming which I regard as high risk given the experience of others with the converter at Kwinana.
Cantankerous James
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