Neither, but I get it don't dare question the almighty's posts eh?
I should take the time to quote the messiah, not all Lithium is the same and neither are all contributors to the LTR thread that may pose difficult questions are aggrieved LLL shareholders and/or have it in for LTR and/or are down ramping to suit short sales and/or whatever else you can throw.
Feel free to counter debate any of the content if you feel anything is incorrect?
Researching with the possibility of taking a position but don't quite trust the FOB and/or the lack of clear AISC figures, with the credits being one but mind you in 15 months time it will possibly all be academic. Lithium will be making a slow recovery and the gap difference between LTR's AISC and the sale price of off take will be long forgotten.
@epiphyte the Company's only response was to fob it off, claiming it isn't material to the Company but 2% of gross revenue would make for a nice windfall.
That and a few other items are in an email that I will be sending to LTR at some point to get some clarity.
@MahoganyPark not a Ganfeng groupie, have a decent knowledge of the Goulamina project as a LLL holder, enjoy robust debate and continuing to keep learning, don't have it in for LTR by a long stretch but don't quite see all the roses as some do either.
cheers
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