Lets be super conservative…
Assume full rate of production is only achieved by June 2023
Spodumene collapses to $3000 per tonne
90,000 tonnes of production in H2
NAL costs: US$500 per tonne
PLL offtake: US$900 per tonne
NAL EBITDA: US$213m
PLL share: US$53m
PLL offtake margin: US$237m
PLL total H2 EBITDA: US$290m or A$432m
PLL General Discussion, page-612
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