@JytteHilden
That really is a foolish thing to say (the RockTech CEO I mean). I took the Google translate from about 5:20 on for about a minute
"The first mines that went into production during this phase of higher prices stopped producing and that is the case Sayona has stopped producing coalium in Canada. These are not the leading global producers but these are newer producers who are no longer producing profitably at these prices means that we are reaching a low point here, which means that the bottlenecks of the next few months and years are already foreseeable and from our point of view we will see massive price changes again in the next few months and this phase is now a very very one for us as rocktech interesting because we are a cleantech chemical company we are not one of mine yes we build converters that is our job but our goal and for converters you need raw materials spomain concentrate and you can imagine that the prices were up here, the mines then said to us we are now selling to China or we sell to Tesla the numbers give us a lot of money and we now have the numbers in advance now that the prices are here of course the opportunity and we have already implemented this accordingly with all the raw materials we supply to secure the future, which means that for rockteck this price development is definitely one at the moment positive and of course that ensures that the whole thing turns back up exactly so you are now not tied down to maybe fixed old contracts hen high-priced ones but they say they have the right chances We really see enormous potential in this"
So who is he talking too ... the classic disgruntled former employee? Trouble is where there is smoke there is usually fire. Coalium (gave me a chuckle as a combo of coal and lithium ... given our BoD) which I assume Google meant Lithium generally ... as he does specify spodumene concentrate later in the text. Rocktech CEO might be defensive and say .... Lithium Carbonate ... which of course is true - Sayona has not restarted that aspect ... but he also talked about "mines" and that can only mean SC. So why speak "out of turn"? What does he gain? Their Georgia Lake (Ontario) lithium project is supposed to (eventually) supply a Hydroxide refinery in Germany (current plan is using 3rd party feedstock) ... and Rocktech is a "pseudo-German" company anyways. They also have binding OTA with MB for 10Ktpa of Hydroxide.
Just doesn't make sense given PLL's update and commentary on NAL that the JV continues "improving NAL’s productivity and operating costs, with a view toward positioning NAL to continue to operate throughout the market cycle" and this guy says they have stopped producing ....?
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