Yes, the 20ktpa scenario offers a lot more optionality because of the improved scale. However, at this point I've chosen not to include it because in my personal view unless there is a very strong recovery in lithium price over the mid-term, the likelihood of them financing an additional US$311M in capex seems very low (partly evidenced by the time/difficulty it has taken them to try and fund US$70-90M). It is a nascent market though, so perhaps a strong recovery is exactly what we'll see.
General Discussion Banter GLN, page-14927
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Last
18.5¢ |
Change
-0.005(2.63%) |
Mkt cap ! $87.68M | |||
| Open | High | Low | Value | Volume |
| 18.5¢ | 19.0¢ | 18.3¢ | $411.8K | 2.222M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 671710 | 18.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.0¢ | 194077 | 7 |
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| Last trade - 16.10pm 17/06/2024 (20 minute delay) ? |
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Last
18.5¢ |
Change
-0.005 ( 2.63 %) |
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| Open | High | Low | Volume | ||
| 18.5¢ | 19.0¢ | 18.5¢ | 817240 | ||
| Last updated 15.39pm 17/06/2024 ? | |||||
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