Imagine what the bottom line effect of the USA anti dumping levy is on the LMG economics?
Add in the jockeying for position to access the 100kt output from the proposed Malaysian plant and it becomes clear why Bechtel are involved in this.
Am keen to see who the Malaysian partners are, am expecting some BIG names.
LMG should also be close to debt free by end of 2023 due to the R&D tax rebate from the ATO.
The flip side of the increased plant cost also is that the R&D rebate will also be proportionately larger.
DYOR.
Imagine what the bottom line effect of the USA anti dumping levy...
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