The exploration was fine. Nothing wrong there. It is there to find good grades. They did. The resource is excellent.
3.3Mtn is conservative af. Especially given the porosity they use in the assumptions.
Selling because the Li price is low is no excuse. Consensus is that it will pick up. Some say as soon as Q3.
LEL';s presentations inform on and on about the CAGR increase in demand till 2030.
Anson today signed off-take with LG.. Anson has 1.5Mtn LCE at grade of 100ppm. Only option is DLE.
All DLE projects are successfully poping up. Being the last one Standard Lithium successful operation at 20m3/h (commercial size). Not a lab scale.
We have a free 3ktpa plant given, like a Heaven gift. It should have been operation by Q4 2024. positive cashflow. Lanshen informed they were happy to go to 20 ktpa as well.
Sometimes you have your ducks in a line....and then you step over the poor ducklings....
Ann: Sale of Solaroz Lithium Project for A$97 Million, page-52
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