best value fundamentaly in Pilgangoora, page-42

  1. 370 Posts.
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    Hey binwood,
    You seem to be all over the numbers of multiple wax companies.
    GXY have just hit the 1.5b MC can you see any reason why AJM wouldn’t be operating at a similar MC by the end of 2018. I know GXY have a few possibilities of other Li on the horizon but I personally wouldn’t think that would make a huge proportion of MC. With AJM plant upgrade possibility and investment into down stream processing I think we have some upside also so personally I think it would be likely if stage 2 gets announced.
    Would like to know your thoughts.
 
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