Possibly, the downstream capability. Basically said why process in Australia when in Vietnam the capex is multiples cheaper. Taked up suphates and carbonates over hydroxide also. The additional trains 3 + 4 was a highlight. PLS are positioned well with POSCO.
Ellison is no dummy. You can tell he understands the operations he's running down to opex cost per tonne, transport, services etc. Very hands on.
Good News & Bad News, page-32616
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