You are looking at the SS Sept 2018. The SS May 2019 uses US$750 per tonne, i.e. refer Post #: 38703355, and I won't get into debate with you around quality issues and how that impacts price.
All I will say as per my previous post on this thread is producing 60% by DMS only is a very good result for AVZ, and all other lithium producers (with probably the exception of Greenbushes) need floatation because DMS only option would not not a viable option for them IMO, including PLS.
When AVZ add floatation they will be north of 80% I suspect.
As to viability, a DMS option means lower opex and capex costs despite the lower recovery rate and these balance out - refer Post #: 40536113 the project is viable, but obviously the key is getting to market and whether there is scope for AVZ to enter the market this side of 2025, and that means is there a supply gap.
I would prefer a floatation circuit by the way as I have posted here before. As to your other points, I have addressed them in the embedded posts herein and my earlier post on this thread.
All IMO
AVZ Price at posting:
4.5¢ Sentiment: None Disclosure: Held
