RE: World class AISC. Massive production output of 375,000tpa.9 Dec 2025 13:29
Pilbara's spod output is around 2.5-3x the projected Ewoyaa output at full production and appears to be ramping up. You'd also have to factor in their tantalite production.
Based off that, at current lithium prices it would give ALL maybe a 30x upside (at full production. As spot prices continue to improve, who knows what the potential could be. I for one intend to hold a long way into the future, hoping for some dividends on the far off horizon...
All fairly loose estimates above! Haven't considered project geography, spod concentrate % and a load of other variables 😁