If AJM can prove the plant can sustainably hit >200,000tpa and >70% recovery at anywhere near the current indicated costs then it will be nailed on to be successful. Even if the plant runs at a tiny profit it’d be sustainable. The only thing that will send Altura bust is a failure of the EV revolution to materialise and it looks very much like VW, Toyota and many others are already betting $10’s of billions that it won’t...
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If AJM can prove the plant can sustainably hit >200,000tpa and...
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