I think the scale is the key, and also whether it can produce 6% spodumene as planned.
Judged by CXO, other WA producers, at 500ktpa spodumene concentrates per year, the production cost should come down fairly quickly, initially higher cost due to low volume, then should reduce quickly. 6 month ramp up stage will be tough. If were lucky, like Sigma Lithium (obviously simple processing).
I think the main factors will be financing, and what Gina's next move is. So lots of moving parts are there.
All imo.
Ann: Investor Presentation - BMO Conference, page-45
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