The PLS/LRS deal, GT1/Ecopro deal, and CXO/CHR deal all coinciding within the last couple of days is signalling a possible bottom in the sector. Expect more deals and offers to be made in the next 6 months imo.
Adina will be a circa $500usd per tonne operation going by Allkem’s numbers for a similar surface deposit in James Bay. You can bet a deal will eventuate within the next 6 months.
WR1 General Discussion, page-32283
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