Ann: Lilac Technology Efficiencies Prompt Review of Kachi Costs, page-17

Funny how you left off the Lanexess project of Standard Lithium (shown again below) in your post. You know, the one with an OPEX/T of $6,810! Also the one Joe Lowry keeps talking about.


The second slide I posted in the post you are responding to also had OPEX numbers for DLE peers in the range of $4500-7500/T LCE.....yet you insist Lake's numbers are "dead last" amongst their peers and that there is some kind of "LKE scam". Incorrect.


Try also referring to the cost curve that Stu just presented at Noosa - below. You know, the one that shows Lake's OPEX of $6047/T (pre the 10% reduction attributable to the Gen 4 Lilac beads improved performance), being in the lowest cost quartile of Cash Costa vs Peers. The expected 10% reduction in OPEX would give an OPEX of $5442/T......pulling the Kachi OPEX even further to the left on the cost curve!


All this information is there for all to see - yet some choose to ignore these facts and continue to push a narrative that is factually incorrect.
Now tell me again where that "scam" is coming from!

Signing up a Strategic Partner will do all the talking necessary once the current process is completed. All of these unsubstantiated claims of Lake's OPEX being "dead last", the CAPEX of Kachi being "the most capital intensive project on the planet" along with a host of others on these threads are just noise.