I didn't mention price anywhere in that post. I was talking...

I didn't mention price anywhere in that post. I was talking about volume.

Yes it is an apples vs oranges comparison in terms of end product and pricing but the point is that 8 tonnes of spodumene is not selling at less than 1/3rd of the price of 1 tonne of Lithium Carbonate. Hence once both are producing by early next year AJM is significantly undervalued if ORE is priced correctly or vice versa. Given ORE's quality and cost issues they should trade nearly on par IMO even though they are producing different derivations of lithium

DFS was based on 1.6Mtpa and they have not stated anywhere they will be producing at 2Mtpa. Also 350kt of spod from a 2Mt processing plant is still way off. PLS will be producing roughly 330kt from my calculations with a much higher grade feedstock. I would stick to the expectation of AJM producing 220ktpa of spod.