I'd be surprised if there is not a sensitivity analysis of the price of spodumene included in the DFS when it is released, but I reckon you know that.
So, if the long term price of spodumene in reality turns out to be say USD 500 per tonne for SC6.0 how many months will PLS continue to operate without some sort of life support? And what do you think will happen to LTR's DFS numbers later this year?
In terms of leaky boats, LTR provided a great example this week. If you honestly think the ASX will actually do any meaningful governance you're playing in the wrong sandpit my friend.
AVZ Price at posting:
6.0¢ Sentiment: Buy Disclosure: Held