The iron content isn't that bad. PLS did 1.27% Fe on their first shipments and AZS is at 2.06% with no treament. Concentrate at 5.59% again is still fine, Allkem is selling at 5.3%, and cost should be lower given existing infrastructure. Think market just doesn't like it wasn't a 6+% in the results.
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The iron content isn't that bad. PLS did 1.27% Fe on their first...
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