Well in short :
1) they are producing although the returns won't be as attractive as PLS initially from NAL
2) they have a lot of resource at NAL and Authier but also MOBLAN and one more .
3) they have an incomplete NAL Carbonate plant that will be next initiative moving forward now that NAL is operational.
4) the recently purchased an industrial site close to all projects not sure what for , this is the limit of my knowledge .
As for the business metrics well nearly 9 billion SOI is alot by anyones standards but because of their stage in development not a complete wet blanket and when your C1 cost for SC6 is around $25 AUD pmt it starts becoming a lot more attractive.
warmest Regards TT
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