1MC 3.33% 3.1¢ morella corporation limited

Lithium & The Future, page-7186

  1. 262 Posts.
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    Just like you said with AJM info for people to DM you, I have asked you to come DM me on linked in

    my PLS info is no more mysterious than your AJM email with quarterly info... just share it?


    Also its not relevant its not a PLS forum and even without PLS the pricing info stands
    On spodumene price:
    1. PWC says the deal is worth an average unit price of $610 per tonne over both part A and part B
    2. AJM current off-takers are paying above $550
    https://hotcopper.com.au/data/attachments/2439/2439201-97e0da4425e7babd360fb970a4abe8d3.jpg

    3. if you want the PLS material you know to come to me with a credible identity on linked in, otherwise find it yourself its public info, not hard. This is also not the forum to debate the PLS price, that would be the PLS forums.
    4. you put up a graph from iLi markets showing a tonne of LCE was $340, which a spodumene Li20 6% is worth 2.# tonnes for LCE, so easily over the $610 mark.


    I haven't refused, just want the same that you demand from me - i.e. a DM.

    And regardless even if PLS sold at $1 - there is plenty of evidence that AJM sells at or around the average price quoted in the latest offtake proposal and is verified and endorsed by PWC

    so again

    Get back on topic - Lithium and the Future - its very easy to do. here let me slow it down for you with a step by step

    1. find information about lithium and the future, eg a news article or company release.
    2. read the information
    3. think about the information
    4. develop your hypothesis
    5. put it up for debate



    Yes i've been guilty of being lured into a discussion on pricing in a lithium news affecting AJM thread, and I apologise for that to all other participants that have been side-tracked.

    new day, new opportunity to get back on topic, especially considering the pricing conversation is dead, and you or i have no new information to share.

 
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