Great matrix
shows how valuable the offtake is currently and for the foreseeable future
factor in capex, execution risk, time etc for a chemical conversion plant and it demonstrates there would have to be a substantial drop in lithium prices for Pll to pivot or even think about it, spodumene business is relatively easier and you would not detour from a sustainable and reliable source of earnings (at $900 cost a tonne) which is approaching us quickly.
number 1 objective of public companies : maximise shareholder value
thank you for the efforts
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Great matrix shows how valuable the offtake is currently and for...
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