Good analysis mate.
Points we seem to be better off are:
# Our total LCE will be 200% to 300% more. (They are 100% explored, we have hardly started at 4%)
# Our Annual prod will probably end up between 25 to 30Kt
Points they are better off:
# PFS, DFS
# Offtakes (With the scarcity of Li prod expected, this may not be a disadvantage)
# Funding 50% (Is this for mine construction ?)
AZL, page-8
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