Do you understand where SDV will sit on the marginal cost curve?
Another Mt Cattlin or Spodumene mine as a non vertically integrated producer would be silly at this point.
However SDV will likely be sitting at the correct end of that global cost curve and will be producing Li Chemicals.
Even Orocobre is still profitable producing majority at Industrial Grade and receiving Chinese Spot prices.
Chalk and Cheese.
what are the chances of a capital raising?, page-46
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