Don't forget the cobalt component also. In more general terms there is an outside chance based on the LG route, that there could be a much bigger scale up from the existing MOUs. I'd be interested to see whether they account for this in BFS. Plant scaling may become complex depending on where the bottlenecks are, it would be interesting to see guidance on this but as I say any further scale up seems an outside chance at the moment.
QPM Price at posting:
4.1¢ Sentiment: Buy Disclosure: Held
