Enjoying your humble and stable words. In a world where lithium demand is increasing ~30% per year and holding no debt, I can't see how this project would amount to absolute dissolution.
Brine profit margins are better than spod, our CAPEX is lower than almost all other projects I've seen, and we have valuable IP in knowing what a 10k plant would need to avoid failure, AGY of anyone is best to know that with first hand experience.
This is not to say that we're not going to have serious head winds. We will end up needing another injection of money at some stage, and if that's as result of a raising you can bet we're going to see some veeery low prices, and dilution. But so long as this project does not dissolve, those basement prices will be one of the best opportunities we'll see.
Li-related News/Articles/Reports, page-8984
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