By-product Credit UpsideAnalyst points to significant upside from potential caesium and tantalum by-product credits, which could materially improve project cash flows beyond the lithium-only base case.
Feasibility Study Outcomes And Cost OptimizationAnalyst notes the lithium-only feasibility study met expectations with operating parameters broadly in line and lower operating costs partly offsetting higher capital expenditure, while mine-life extension and transportation-optimization opportunities could further enhance project returns.
Resource Scale And LongevityAnalyst highlights a world-class lithium resource capable of supporting a large-scale, multi-decade operation, providing long-term production visibility and resilient project economics through lithium price cycles.