I do read between the line from the Cantor report and some of their assumptions are absurd. For example, the SC6 price dropped by 70% from $3,200 in 2022 to $950 in 2025. It's even worst for PLS price which they assumed to drop by 78% from $36,000 in 2022 to $7,848 in 2025. Additionally, $1 price is equate to their estimated PE of 4.8x and 4.0x in 2024 and 2025, which is WAY too low compared to other producers.
There may be more supply due to new producers coming online the next few years, but if the forecasted demand occurs, there is no way the SC6/PLS/LCE pricing will crash that dramatically.
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I do read between the line from the Cantor report and some of...
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