Just reading some ORE stuff today...ALLKEM etc.. looks interesting. Anyway prior to the announcement of the merger the SP was around $5 with an MC of 1.72B MC. Now they obviously have a few projects but almost all their revenue comes from Olaroz. Which last year did 12.6 kt of LCO, only 44% of which was BG. Also remember they only own 66.5% of olaroz. So effectively they have a MC of 1.7B for 8.4ktpa of 44% BG LCO. Doesnt take into account of few factors obviously (resource size, opex, borax, hydroxide plant), but imagine 90% of 12kt at 100% BG, i.e AGY. Maybe it's naive to think we can do 100% BG, I don't know, but I feel like that is what we are aiming for.
General Discussion AGY, page-1718
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