General Discussion Topics, page-95715

basically annual metrics have changed in 2 ways 1) it costs more to get it out of the ground and processed further negating the PLL portion 2) the total amount per year has increased as well as the sale price outside of PLL there fore the residual production that will go to IMHO a BMX style auction or to a lesser extent a contract , so for shits and giggles let's say the SYA/PLL deal is a stalemate the 77,000 Mtpa of SC6 at say PLS last BMX of $7,800 USD PMT less C1 costs of $1000 USD PMT is roughly $523.6 million USD annual EBITDA . The noise on twitter is from traders and shorters , even if you cut the sales price in half it's still a considerable return and you would think with all that MOBLAN AUTHIER NAL including the carbonate have to offer there are plenty of options for value adding , including but not limited to a share buy back ( which is my personal preference over dividends) . warmest regards TT