FFX is both a gold producer and lithium developer - why would you try to diminish the $1.7B lithium project?
AVZ investors just can't help themselves from coming over here as they are concerned FFX will threaten their ability to get to market.
FFX is much more feasible - no ambiguous and unproven transport issues, lower CAPEX & OPEX, less product types & volumes to get offtakes for (for stage 1).
I don't understand your point. Of course FFX will ultimately vertically integrate as per peers, this will just multiply out the valuation gap further as FFX has lowest SC6 production cost of peers, and will be able to find an optimal location en-route to Europe with low power and reagent inputs positioning FFX as a potential lowest cost quartile hydroxide producer.
When FFX has a DFS on hydroxide production, I'll do a table on that assuming all peers vertically integrate hydroxide production. Spoiler alert, AVZ will not be more cost competitive than FFX in that either.
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