Correct BobRolls - CE has stated that his ambition is to not sell spodumene in the future but rather sell Li Hydroxide. The Hydroxide plant is expected to be commissioned by years end. Analysts like Macquarie don't see this coming or don't believe CE yet so will have to adjust forecasts upwards if CE is successful. Potential for big re ratings in analyst target prices in 2022 if this gets going as CE plans to do.
Down by 5% today? Why?, page-26
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