I have a few thesis about where the price will be and there are quite a few scenarios that can play out. It all comes down to timing, funding and opportunity. I haven't included calculations below. But happy to receive comments on my hope laid out below - prices in AUD.
Anode = 150ktpa is a base case I reckon it could see the SP hit $65-80
Anode = 150ktpa + humber anode = 80ktpa
Cathode: burns has stated = or > anode business
Electrolyte and BTS may = 10% of anode business
I think if we hit all of these we could be looking at SP $120-160
*Not expecting this outcome.
I am hoping for a SP of $80 by 2030 and $100 by 2035.
I have a few thesis about where the price will be and there are...
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