Very interesting even with the uncertainty with brine production levels at the moment (floods) they still didn't have a taker ready to pony up. Has me concerned...
What I do like is the recent talk from Chris about looking at European battery production coming online. Seems they are sensibly targeting that sector of the market - I'd guess they just need to cool their heels a little while those plans develop between the auto makers and battery firms this year. Makes for an interesting (and nervous) wait.....
I don't recall but were PLS or AJM able to order long lead items prior to final investment decisions? If so, how does that work? "We'll pay you if we go ahead. If not enjoy that bloody big crusher, someone might want it." ??
If we can't order those long lead items till our stated FID then it's early 2022 for first production surely....
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Very interesting even with the uncertainty with brine production...
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