Why hasn't the Qtr'ly hit the ASX yet. Not good that there seems to be a compliance issue.
Otherwise the Qtr'ly was as expected, not surprised James Bay is delayed as they haven't started construction. Personally I think they should stop on Nemaska and focus on the 2 brine projects instead, but understand that is hard to stop mid way through construction and would cost more to restart the build.
My concern is that Nemaska will not be profitable or barely profitable in the current pricing environment whereas the brines will still make great margin at $11k prices.
General Discussion, page-2017
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