The supertax applies for strategic designated resources when its...

The supertax applies for strategic designated resources when its commodity price raises above 25% of its BFS stated value. When AJM did its numbers, they put down $538/tonne. Lithium prices are significantly higher today. A BFS of $750/tonne for AVZ, not entirely unreasonable, would allow prices of up to $950 or so before the supertax hit (which interestingly is AJM's ceiling anyhow via its offtake agreements limitations). It could even be higher, really depends on how the lithium demand pans out but I think companies coming into this new tax scheme are much better off than existing companies sitting on lowly BFS estimates from the past.