Note the Spod/Hydroxide pricing they have modelled.
Spod at US$5800 in 2025 moderating to $3350 by 2028. Compare that to GS, UBS and Citi that all have Spod falling to $1100-1200 by next year. Even Bell Potter who are relatively bullish have longterm Spod at $1300 from $2025.
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Note the Spod/Hydroxide pricing they have modelled. Spod at...
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