note, the DFS figures didn’t include royalties, so say US$50/dmt closer than the raw comparison of numbers. On the other hand tho ... the DFS also stated even lower costs still for the first 5years.
But ... competitiveness today is what really counts for valuing PLS and it’s sunk cost assets. On that basis it would seem PLS is becoming a highly competitive SP6 miner with only Greenbushes being significantly further down the cost curve.
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