It’s really about how well assaying and metallurgical Studies can be done prior to production to work out the best fit. It’s clear PLS could not achieve this hence the drill statistical sampling (20% or so) of tenements in its quantitative measurement for JORC, and then later the retrofits
this is amplified by heterogeneous resources...all really obvious stuff.
According to Ken &Co, all was robust and strong from outset of commissioning : they photoshopped in certificates from Ganfeng and GLC in one announcement back in Q3 2018. Did you see? Was a tiny lab sample on close inspection, the other obscured...hence why the WA Gov report PLS lodged was more fruitful on SC6 characteristics than what PLS announced on ASX. Let me know if you want to see that report
I honestly think woes with processing will continue and therefore expansion will be dogged as quality has to be maintained = more time to select and process
Greenbuses with its comparatively simpler homogenous geology, has way less issue and any Spodumene resource of same homogenous character will exhibit same potential for simpler processing.
Ganfeng and GLC for those reasons probably weighed on pricing mechanism being linked to an industrial not chemical grade lithium carbonate pricing?
Not saying Ganfeng are angels mind you.
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