I liked the part where he says:
"We're GENUINELY able to produce a 6% concentrate which is what the Chinese Battery manufacturers are REALLY after. We also have the benefit of being able to produce 7% concentrate for the glass and ceramics industry."
The glass and ceramics industries are about to get squeezed for supply, I reckon.
The video however is from late October 2017. He talks of PLS MC @ 1.3b which translates to about a PLS SP of 75c. He talks of Tantalum credits @$50 when spot is now upwards of $90. The presenter refers to Q2CY2018 as six months away, when its now 2.5 months away.
latest lithium news, page-39
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