I see just a few big names14 Jun 2018 08:59
just ahead of us on the cost curve!
If we are supplying EU chemical factories then no big sea transfer to china that many others have to do.
I think the cost of mining includes the quartz and feldspar revenue. But all this talk of over supply and lower costs and investors pooed themselves, most of these projects are very profitable at lower income levels, so price drops are not to be worried about, $700 for spodumene 6% is clearly still awesome for a company.