Correct on your first sentence. Incorrect on the second. Everyone acknowledges current pricing. None of them believe these are viable prices with an expansion of the Sc supply.
Kennedy and Worstall both believe it can easily fall under $1000, maybe down to $300/kg. Kaiser is generally in the $1500-2000/kg range I believe. Kaiser and Faessel are both viewed as extremely bullish on the mineral and some of the other potential producers. Niocorp doesn’t even appear on their radar.
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