Capex trebled almost from 45 But good to see 4900t is 7,060 LCE...

Capex trebled almost from 45
But good to see 4900t is 7,060 LCE equivalent with co-products, and still low cost
The old PFS were aspirational. This looks much more realistic and compelling, still money making machine if Lpd can execute
Looks like the tech and LCe/co-product development was the best path forward and the strategy has cost considerable time and roller coaster to develop. But with the switch to Namibia from turtle moving Portugal, and from Canada to Abu D, JW seemed to have navigated the jigsaw well. This could provide much traction now. Basf must be waiting

Best to Lpd die hards