The Merchant Project and the Integrated Project are two alternate development scenarios for the same project. Not two exclusive projects. You can't just add the NPVs.
I think it is clear from the Tesla deal and the latest presentation that the Integrated project is the one going ahead.
NPV $1.07bn
Capex $545m
Current market cap $530m
I'm not seeing a great deal of upside there right now in current pricing conditions. Are you?
Sure as spod and hydroxide prices rise this will appreciate, but so will every lithium stock in existence.
Again not being negative to PLL but this seems very overbought compared to peers.
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