Thanks SF.
As good as FY 23e looks, I still cannot see lithium prices basically halving by FY26. Even at these prices, cash position is projected to be $4.5B by 2026 (amazing but nonsensical given it will be invested elsewhere/returned as divi etc).
The insurance for me is even at MacBanks price projections we can still make decent money (plus whatever Calix/Posco contribute too). Great position to be in.
Thanks SF. As good as FY 23e looks, I still cannot see lithium...
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