1MC 20.0% 0.3¢ morella corporation limited

Ann: Altura Completes October Shipments of Lithium Concentrate, page-158

  1. 778 Posts.
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    I can only speculate that the gb spod isn't/wasn't for sale, 100% is spoken for by the shareholders/offtakers. The Gb operation is fully integrated, making the spod much more valuable to Tianqi/ Albemarle in its derivative form (hydroxide / carbonate) than if they were to sell it raw. The margins are healthier downstream.
    This assumes they have the conversion capacity to accomodate the increased production from gb, which is probably a fair assumption.
 
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