LLL 0.00% 50.5¢ leo lithium limited

General Discussion, page-9458

  1. 546 Posts.
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    A11 has a much smaller resource but higher FOB cost (US$670/t SC5.75?) than Goulamina. Ar current SC CIF price, SP is slightly overvalued comapred to Leo but under valued compared LTR based on my estimation. 2024 will be a tough year with a lot uncertainties, different demand/supply predictions (LC in China may drop to CNY80 k or lower), US election/possible energy policy change. Hope Goulamina is a low-cost mine and 2025 is better....
 
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