@Scarpa.
Don't know what's wrong with the reply function tonight on hotcopper, can't seem to use the supply tab.
Thank you for the above posts. I agree with you.I see the major price movers for KV being:
1. Continued adoption of EV and battery storage and demand for lithium outstripping supply.
2. Offtakes or JV anounement. Preferably with a partner who will assist with downstream hydroxide production.
3. DFS.
4. Move to 4mtpa production.
5. Execution of plans on time and budget.
Would be interested if you can extrapolate what effects 4mtpa production would have on your figures. Obviously life of mine halved to 20 years under that scenario, but free cash flow would be more than doubled.
It does look like we are all part of next huge wave of lithium investment and all who visit these threads will hopefully do very well.
G
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