It claims a lot companies trading @ implied spod USD1500/t.
Let have a quick look at PLS. For FY23, Pls shipped 606000 tons of spod sc5.5 @USD 4400/t. Let say it can sell 1M tons @ usd1500 from FY2024 till 2044 and the cif china all cash cost USD600. Does the expected free cash flow support the claimed SP@ 7.1?
Argentine Brine Comparables, page-68
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