RE:RE:Risk on trade to come back in 2024?Yes the FS has been delayed. Delays is not out of the ordinary for the mining sector. It happens all the time. While irritating to say the least, it does not change the bottom line that every time, the company has either hit or surpassed the goals it was trying to reach in the advancement of the project.
I couldn't care less about what a spot lithium price in China is doing. That has almost zero bearing on this project. I laugh at all the people thinking that the manipulated prices in China right now spell doom for the lithium sector. The location of this project is the key. When Century start producing it will be with long term contract prices. OEM's will be looking for a U.S. supply for the long haul. That will be done with off-take agreements. That security of supply will carry a premium in the market. So what are you smoking to think the price in China means anything at all?
The new by-product credit and higher concetration in the intermediate solution will lower the Opex in a meaningfull way. The margins for this project will be nice and fat. So feel free to short the stock. That is what makes a market. I know in the next 2-3 years the shares I am buying now will be multiples higher. Not worried at all.