I guess OZBlue can't help it if he can't read a technical report. That transport cost used in Ivanhoe's report wasn't even to Lobito - it was to Durban all the way to China. Really quite laughable.
Your table does not include the full project for the other company. You need to include the tin which can't be mined without mining the SC6 also use need to include the Lithium Sulphate which is part of the DFS.
Have you looked at the tin price lately? SC6 price to is on the rebound too. Just remember that the other company needs to build the mine yet. By the time its ready to produce there will be no problem with the price of SC6.
Which brings me to the point of why hasn't FFX got a OT for their lithium yet? Could be to do with it hasn't been proven how it is going to be converted to SC6 and hydroxide.
Thanks for giving me the opportunity to point these things out to new comers to FFX.
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