I’ve given some thoughts previously but the good thing about your post ozblue is that is completely ignores the value of the lithium asset, as if we didn’t even have it.
Personally expecting USD circa $1200 cost per Oz as I believe sustaining capital will be modest, however this would still show upside to your short term case, and again, ascribes $0 to the lithium.
FFX on sale and it’s being sold to instos as we speak. Valuation gap will close.
wait till we can commercialise the lithium.
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