LTR (ASX) FA &amp; General Banter

Originally posted by Sjlasx: ↑

You have refused to answer my simple question where you have banged on about ORE's carbonate being too expensive even against the cost of Spodumene carbonate.
I went to the trouble of deliberately choosing a chart that included royalties and taxes instead of taking the biased route of ignoring those factors and now you falsely claim that I am not including those items. I deliberately didn't choose a chart without those figures because that would be as biased as leaving out relevant details like your selective use of projects included in your bubble charts.
It is appaling for you to suggest I ignored those royalties and taxes despite my explanation as to why I DID NOT include them. You have misrepresented my intentions with that post given the sole chart I included addressed the issues you have now accused me of.
I have been trying to use real world cost of production figures yet you are only willing to discuss PFS estimates. PFS figures have been proven to be wishes and dreams in this industry. Did you see how cheaply Nemaska showed it could produce Hydroxide in its DFS? What matters are actual costs of production.
I also explained that LiOH is not derived from battery grade carbonate multiple times yet you choose to ignore that advice and still run with biased assumptions that rely on BG carbonate as a source. So in short you have not proven your US$7500 conversion costs of brine to Hydroxide as you are relying on flawed data.
Again you are selective in the information you provide as you should well know that NCM 622 does not only require hydroxide - carbonate can be used. You have also chosen to ignore more recent post-hydroxide hype expert opinions that suggest carbonate will play an equal role in the future as hydroxide, and we could well see price parity.
As you have pointed out, Chinese independent converters are struggling - although not because they are poorly built, but because they have to source spodumene concentrate at US$600pt which is making them uneconomical at current Li Chemicals pricing. BTW most of those converters purchase SC6 specification concentrate (chemical grade), not industrial grade as you baselessly claim.
This represents opportunities to acquire newer high tech mainland converters at a significant discount to building a brand new one in Australia.
You have decided for quite some time that LTR will be a vertically integrated producer yet by your reasoning this would cost in excess of $500m to build on top of the mine Capex.
Even if I was to base my calculations on PFS estimates by using the one you provided along with you brine based conversion costs, ORE would still have an operating margin from hydroxide sales in excess of 50% after taxes and royalties.
I reached out to you to discuss one on one yet you threw this offer in my face because I did not answer your demand that I supply a valuation of KV based on value per tonne of contained resource.
I did not provide an answer because total resource size is only part of the equation. Grade (especially in LTRs case diluted grade) is highly important as well as geological structure of the Ore body, stripping ratios, distance to port etc etc. Yet you demand I provide a valuation based on your biased criteria that only takes into account contained LiO2. I had been willing to discuss my thoughts on an appropriate valuation in private.
I am insulted that you refused to take up my offer to discuss in a setting that avoids public perception of bias that we have each accused each other of. My neutral location where we could have had a free and open debate without the need for you to impress your supporters was an olive branch that you threw back in my face. I am not interested in a detailed free exchange I ideas on a LTR thread where you feel the need to impress your supporters.
Keep spreading false information as 'fact' and I will continue to fact check you. As per your opinions, I can only assume given the rejection of my kind offer that your only use for them is not informed debate, so I am no longer interested in your opinion.
Good luck with all your investments.

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@Sjlasx

I can see that your negative bias against LTR can't be rehabilitated because your only target is to create seeds of doubt in everyone's mind with ridiculous claims. I provided evidences of everything you claimed and asked but you still don't accept them. I accept you as a simple downramper. Your knowledge about the lithium industry is limited by the issues you read from HC threads. You don't know how to research the facts. When you see them you refuse to accept. I have nothing to do with those type of people. So I am ignoring your posts from now on. The others will look after you.

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(20min delay)
Last 65.0¢		Change -0.020(2.99%)		Mkt cap ! $1.576B

Open	High	Low	Value	Volume
67.0¢	67.5¢	64.5¢	$6.377M	9.737M

FA & General Banter, page-3926

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