The latest gem of a get from
@malibu_tan, who I rate as one of the best researchers on hc:
https://www.adamasintel.com/benchmarking-canadas-hard-rock-lithium-projects/The analysis in the article focuses on developing projects in Canada and so Moblan is assessed while NAL is not. Moblan seems to more than hold its own. Seeing this is a Canadian company analysing Canadian projects I'm guessing the $ are CAD not USD.
As an ex-Allkem holder the main take away I got from the analysis was how warped Arcadium was under the leadership of the ex-Goldman Sucks banker in that he put the Galaxy project up on blocks and for sale while pushing ahead with the clearly inferior Whabouchi project. (and for all of that Rio still gave him a job!)
edit: sorry Skywaker, I sent my post before I saw yours. Anyway, same same, good article.
(20min delay)