"Those giga-thingies that are supposedly going to be built in the 2020 decade. Are they actually going to be built or are they just in the *maybe* pipeline?"
What's with the FUD rhetoric? Do some research and you'd know.
As for your other dribble .... how about some quotes from the call today...
Mt Cattlin will "continue to produce positive cash flow".
NICE!!!
We are reacting to short-term market fluctuations by reducing mining quantities by 40% and replacing some of this throughout with lower grade stockpiled ore that we can process effectively with improved optical sorting circuits. Smart move. Save cash. Total production guidance for 2020 is 75% of current rate, or circa 150kt. No big deal.
What's A40's guidance for 2020?! Times are tough and we are weathering the storm beautifully.
SDV is becoming a "significantly improved project on all major metrics"
NICE!!!!
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As for your comment: "the "exponential" growth of EVs was/is way overhyped"
Tesla SOLID!! Exponential growth!!
"and the big lithium producers have got growth covered."
You still haven't done the maths on what is required have you...?
What part about the following makes you think the majors have got it covered....?
Within a decade, all current producers will need to double output, PLUS we will need 20-30 NEW producers, EACH producing about 50ktpa LCE.
NICE!!!
Either the current producers all need to expand 10-fold, or SIGNIFICANT new supply needs to come online from new entrants.
I know a little dead man salar that has 20 years at 50ktpa of some top quality gear... "world-class resource".
Nov/Dec, we'll hear all about it. Particularly about how our SDV project has been "significantly improved on all major metrics"!!!
NICE!!!!
"The whole lithium story has gone belly up"
Oh really....?
It actually hasn't even started:
NICE!!!!
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