Does spodumene go off? ie is there a risk that the ~5000t that is current sitting there loses it value, or can we let it sit there until prices recover?
Some would argue that when the lithium price recovers, the value of that $14m of spod currently sitting there will increase +50-200% or more which would seem to be many many times the cost of restarting. More than happy for CXO to let it sit there if we can.
Ann: Quarterly Activities and Cashflow Report, page-17
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