CXO 0.00% 9.1¢ core lithium ltd

Manderson needs to be let go, page-66

  1. 1,221 Posts.
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    Worth listening to webinar regarding questions why some of stripping burden cost wasn't captured in FY23 but moved to FY24 due the last December were season.

    interesting how GS analyst ask questions regarding royalties.. A lot of ppl on this forum saying GM should be sacked..if GM was incompetent.. the analysts on call would have grilled him during Q&A.. they all seem happy with the responses he and Tim provided.

    Fines is saleable product at 20-30% produced. but he didn't commit to response to what it meant net production. SP6 revised production 90-100k pa forms a baseline and he said further studies on cause fines/recoveries.. before committing

    interesting response about price and what customer saying structural deficit/ multiyear plans/ demand going forward

    Also last question on exploration..70/80% of budget to proving up existing resource base.. 20/ 30% on Greenfields and new opportunities/ strike extention

    Last edited by ecker: 24/07/23
 
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