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clock Created with Sketch. 07/11/22
17:03
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Originally posted by maccadu:
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That's hilarious.... A company looking to help deliver on the electrification of the world is going to run their mining and processing facilities on Diesel... LKE have gone out on a limb to differentiate on their environmental credentials.
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Originally posted by MrFaargs:
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you done any calcs on how the opex will be affected by the hyper inflation in argentina? 4178 USD per ton from the PFS in 2020, since then argentina inflation has gone up to 100% and isnt slowing down, petrol is cheap there but the price is rising, LKE will need an enormous amount of fuel to pump millions of gallons of brine out of and back into the ground 24/7, plus local labor, trucking, raw materials, electricty have all gone up in price since 2020, at what point does the opex start to hurt the financials on a project that will probably sell for a 20k USD long term contract price, considering 25% of the bottom line is going to lilac, from my calcs an increase of 1k opex translates to 50m profit loss (from the top line before lilac costs)
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My Original post was a response to @MrFaargs .
