The new FY has just begun, PLS announcement on Monday, SYA milestone announced today, I will be surprised if CXO don’t come out with something before the end of the week. Stu has gone underground but has suggested July will be big so I’m willing to wait and see. All this news about Indonesia ramping up and the timelines could fit well with an increase in production and we only got Ganfeng and Yahua for 3 years I think, happy to be corrected if wrong but what better place to have a lithium business growing in size than the NT on the doorstep of Indo. It may be a case of just leaving downstream ambitions as they are and producing Spod for Indonesia ,could be cost saving for CXO and counting the cash could set us up to open the pathways to all our other materials. Labour costs in Indonesia to build and sustain hydroxide conversion would be way more economical than in the NT.
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