The company has a goal of 100kt LCE pa an.
Now there are two ways you can value this annual supply:
1: What china tell you to via spot pricing, or;
2: what OEM are prepare to pay to secure supply
The longer both wait the higher the valuation according to theory.
Good luck and not advice.
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The company has a goal of 100kt LCE pa an.Now there are two ways...
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