Agreed on lack of communication, they can do better. It’s no excuse, but I don’t think it was any better under Allkem.
Still there’s been a few interviews this year with Paul Graves that have provided some details on some of the points you raised, including Naraha. It was revealed that Toyota Tusho is running it, and it has to buy lithium at market prices. This means it doesn’t really add much to profits, since it’s difficult to use the conversion capacity for arbitrage when it has to buy its carbonate on market and they can’t use their tax minimisation strategies. So its value to the company is probably mainly through keeping Toyota a happy customer.
Agreed on lack of communication, they can do better. It’s no...
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