Hi LouK; yep think your narrative is truth close - a lot of hope not and a fair amount of hope so (still early Seba days). Looking out my Li research/actual window cannot see how the no case can stop the clean energy global disruptive train uhmmm slow it down okay but stop it dont think so. Yes I do think Li $8000 pt was over the top/bonus but $1100pt underdone - players at work - in summary time lost but battery world inevitable!!! ya still aint getting mine. IMO woof woof.
Ann: Study Delivers 2MTPA Expansion Option - Highly Accretive, page-113
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