Running discussion on SP, page-56517

Certainly will be an interesting 3 weeks ahead.
Market will rerate AVZ with the ML and MSEZ .
Confirmation of 10 MTPA production is what will send the whales and dolphins in a feeding frenzy as that makes the return on investment at another level.
10 MTPA would require a 2nd train for PLS production greater than 46,000 t/pa.
CATH Tolling agreement.? What amount on the 2nd train and who will be the customers.?
IMO up to 50% of the Annual production 1.6 million tons of SC6 might end up as PLS and drastically reduce transport costs and feedstock for a lithium hydroxide plant in DRC.
Does anybody know the current price of lithium sulphate per ton?