Again, you're drip feeding the worst reports you can. What do you mean a 30% increase? If your investment decisions are based upon fragments of analyst reports, using outdated information and without update from the company you're going to get no-where fast.
Your last post barely makes any sense. I'm not suggesting a version of things, I'm stating clearly what the company has stated. DFS costs are $300 USD/Tonne, Ganfeng Contract pricing is $550-900 USD/tonne as you've said, PLS achieved around $670/tonne last quarter, management have stated in interviews that AJM will come in low to mid $600's USD per tonne.
This is not a risk free investment by any stretch and I've stepped out until the company can reassure me with plant performance metrics, I think coming on here and playing all naive about the company, making a terrible job of running the numbers and following it up with "the big banks know best" alloyed to wonky finger in the air valuations. It all smells a lot like troll.
Going Concern, page-10
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