Yes thanks for posting
@redbaron much appreciated, great to see some IR on the Li side of things, especially as the sector is going off, anyone see what is happening with our JV partner, they aren't kidding around and are hellbent on becoming the preeminent Global Li company across the entire supply chain, and we will be part of that success.
Whilst I agree Mike should of known our AISC, lets focus on the positive statements from the interview, things like -
- Expecting Li prices to be much higher over coming years - think what a 100% price jump would do to our project economics!?!?
- Demerger process expected to be completed by EOY - only 5 months away
- Steady state production in about 3 years - working back that should see construction commencing Q2/3 2022, and commissioning starting Q3/4 2023 and steady state Q2/3 2024.
- SpinCO expecting to ramp up production/expand - either through organic growth or MA of adjacent projects
With the 2nd tranche of funds due this QTR, we should see increased SP appreciation over the coming weeks and months, all suits my timeframe if your in for the Gold and Li strategy. I like others used this pullback as a top up opportunity, as I am very confident that these prices wont be around for to much longer.
Best wishes to all fellow holders.
