How concerned is everyone over the lithium price in the BFS vs. todays price and its impact on financing? This is what is causing the weakness in the share price in my opinion. BFS assumes a lithium hydroxide price of around the 25,000 euro a tonne mark for the first 2 years (2026-2027) then hovering around the 20,000 euro mark, however today we are at about 17,000 euro a tonne (with China reportably taking it for $13,000 USD).
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