You do some great analysis Mondy but I say again on the overall picture…….
JP expects their price for Li Chloride sales to be 70-90% of the price of battery grade Li Carbonate price. This is CORRECT - It's definitely a percantage of Li carbonate not Chloride price- Hence the margin and opportunity. Not to mention the reduced capex of ~$600m to build the Carb plant and 3 years for construction and qualification. Only assets with ultra high grade and low impurities can offer this option in a timely manner.
It about de-risking and lowering the lowering the overall execution risk. This is happening!
JP and the board are really playing to their strengths here.
Yours in HIGH grade LOW impurities.
Ann: Managing Director Investor Webinar, page-54
-
- There are more pages in this discussion • 79 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add GLN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
13.5¢ |
Change
-0.005(3.57%) |
Mkt cap ! $67.18M | |||
| Open | High | Low | Value | Volume |
| 13.5¢ | 14.5¢ | 13.5¢ | $235.7K | 1.709M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 560643 | 13.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 38984 | 5 |
View Market Depth
| Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
| GLN (ASX) Chart |