Refer to my above post about the NAL stalemate.
Would you rather:
1) a 113ktpa offtake @ US$900/tonne + 25% of the rest of production; or
2) 100% of the NAL operation which could potentially be expanded to 350ktpa+? (pure speculation on my end, but the resource is there to allow this).
NAL isn't getting expanded anytime soon for as long as SYA are paying 75% of Capex to receive the minority economic interest in the expansion, unless it goes hand in hand with PLL agreeing downstream refining plans.
Refer to my above post about the NAL stalemate.Would you...
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