AVZ Peer Transparency, page-37

From today's quarterly reports, PLS received USD$644/ton for spodumene concentrate where A40 received USD$749/ton.

It appears low Fe2O3 spodumene concentrate receiving extra ~USD$105/ton.

AVZ feasibility study used USD$750/ton is justifiable due to low deleterious elements, imo.
Also, I believe current lithium spodumene price should be at around the bottom of the long term trend.


Extract from A40's June 2019 quarterly report:
"Continued Bald Hill production of high quality lithium (+6% Li2O, <0.5% Fe, <0.5% mica) and tantalum (~30% Ta2O5) concentrates. • Production Cash Costs1 for the Quarter were approximately A$774 (US$545) per wmt lithium concentrate produced, which were in line with March 2019 Quarter costs of A$772. • Average selling price for the Quarter was A$1,070 (US$749) per dmt lithium concentrate sold."


AVZ ASX presentation:
- 0.4% Fe2O3