This is what we are up against (see below), noting the cost at Greenbushes, that pulls out over 5x higher grades then we will. That's a lot more ore for us to concentrate =$$ and they roast.
We need something better to insulate us from possible price contractions. I know we're all bullish on LT Lithium prices, but it could happen and we need to be protected from that. The spot market price is no indicator, the general consensus estimates LT contracted prices between $8-10,000. With projected supply coming online.
We've all used the scoping studies provided as a guide, these were based on LMax. I don't know why there is seemingly a sentiment against it.
If anyone would be willing to provide some kind of analysis as to why this roast is the way forward, I'm all ears?
Sell me on it, I'm a holder that can see an option on the table that will give us LCE at $800t. Let's get on it, good margin right there.
PFS, page-34
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