Hi @anatol yes you were right i have updated the table now. We can be conservative and deduct $500mil for the Wodgina fixed plant as from the October 2018 presentations Wodgina was already exporting spods?
Let see below new table with update numbers and LTR's indicative value based on 75mt.
Think @vmp mentioned the SQM deal being 4 months apart of another deal...but in fact it is 18 months apart mate.
Also we can bear in mind KDR at the time of negotiating the SQM deal - KDR's lithium project was under legal cloud not sure if that played any part with the lowish valuation.
Lithium Related Media Articles, page-403
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