thanks for mentioning tax, Pete. PLS is going to spend $1.3bn on cap ex to produce the 2m tonnes and isn't cap ex a deduction? maybe one might cancel out the other.
also you are right about lithium price being "unpredictable", so why not base your fair value calculation on is most likely the lowest price?
I reckon it would be about $1,000
but looking at all this talk about brine production in Argentina it may be even less. Not sure what is the lowest cost per tonne brine produced lithium might be. Probably a lot less than a $1,000
valuations and target prices, page-11
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