Given Ganfeng's dedicated conversion plant to take Goulamina project is scheduled to come online early 2024, no surprise Ganfeng wants Goulamina project to commence production late 2023/early 2024. They don't want their conversion plant building and becomes idle because of no feedstock from Goulamina.
Here're from Ganfeng's September Presentation:
Ganfeng presentation,
And Morgan Stanley research note published in July 2022:
.
Canaccord research report, price target for LLL is $1.90/share based on spodumene concentrate price of US$1,200/ton which is about 80% discounted to the spot price.
PLS is already exceeding the price target!
All IMO.
Always do your own research.
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