WTT ... at least (finally) someone else does full analysis and understands what I have banging on about Margin. Price of SC must come down a lot to make the conversion into hydroxide more "equitable" ... otherwise sell SC6 and not bother with Capex for conversion.
In my analysis I using ~7.5t of SC6 + US$4k-5K for conversion cost. Sure an integrated producer sells SC6 to itself but one should consider the businesses (upstream mine/concentrator and downstream refinery as separate investments with likely separate balance sheets and capital structure (and owners) ... something rarely discussed or even thought of on SYA threads).
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50 | 1711333 | 0.100 |
3 | 350101 | 0.099 |
1 | 2600 | 0.098 |
3 | 57281 | 0.097 |
Price($) | Vol. | No. |
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0.110 | 69242 | 3 |
0.115 | 945672 | 12 |
0.120 | 883741 | 15 |
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