General Discussion Topics, page-101943

Will there be enough lithium carbonate to go around?

That's the multi billion dollar question Mega but is extremely unlikely in the short to medium term IMO.

If I was to guess why the Carbonate PFS is not with us yet its very likely to be related to that very issue, if they can increase the throughput to 5000t per day or more over the next 2 years as BL has hinted at then they will need a larger Carbonate plant.

That itself brings the Amos papermill into play should it be purchased, as suggested by Split or rebuilding the existing one if the rotary kiln isnt big enough.

It's a dynamic sector and what seems adequate one day can change the next and is why I don't get stressed by timelines, things can change and very quickly, we have seen that with the price of Lithium and now with the increased interest in Carbonate...the content of updates is considerably more important the quantity or the timing IMO.

There are some suggesting management doesn't look after the little people, which is ludicrous, the shareprice is the same for all shareholders big and small and has gone up around 1900% in a little over two years. When we buy and sell is not the company's concern.

There are some important milestones coming up and they will be reached by management working for all shareholders, what the market makes of it and in what time frame we will find out, thats out of the companies hands...as for instos they are the ones that stump up cash when you need it at short notice , retail will only do that when it suits and certainly not when times are tough and is why management prefer a high proportion of instos and preferably the cornerstone variety...

Cheers Whisky