It’s good to see some one take PLS product at this time, but who stopped taking?
Ganfeng?
PLS is 70% fines or dust with 10% - 15% moisture and inconsistent on each shipment might be a major issue and why Ganfeng allegedly has refused to take / stockpile last year? Your in the cloudguide would back this up.
First question should he asked what is 70-73% lithia recovery inclusive of in the Spodumene concentrate?
For example, mica, iron oxide, and other deleterious elements? This is basic stuff in order to further know what the lithia recovery really means.
Important also is the grind size and the moisture content.
If you need a benchmark, Greenbushes provides it, and AVZ’s last shareholder letter contains the Greenbushes benchmark SC6 that, General Lithium have been known to receive from Chengdu Tianqi (Greenbushes).
Without it shareholders here are swimming in the dark about what counts within a fairly secretive market.
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