it seems that way
KDR will not be a spodumene mine, like PLS, but a Lithium Hydroxide/Lithium Carbonate/LCE producer, like ORE
these means greater profit margins
based on current US$850/t spodumene at US$307/t opex versus US$10,000/t LCE at US$3,500/t opex (current ORE opex) , my calculations get double the valuation for LCE
the deal looks far better due to LCE (Lithium Carbonate)
Note: I don't know much about lithium
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