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03:03
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Originally posted by anatol:
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LOL... Just ignore that 'Someone.mob". It's just a "mob" as you can see.LTR will start production and will ship the spod to its customers. Money will flow. It's about merging. I'm now predicting that LTR may merge with another lithium miner and refiner in the near future. When you mine your lithium raw material and convert it to lithium chemical in your own refinery the end product (lithium carbonate or lithium hydroxide) catches a very high margin. However when you are a vertically integrated producer, the cost of LCE is being around $5000/t to $5500/t. Then you can sell it at $12000/t and make a margin over 100% even at worst conditions. Why would LTR think to merge with other lithium miner/refiner? That is in the nature of business. It is for lowering costs, growth and being more profitable, competitive and/or monopolisation of market. Sometimes it's necessary in the hard times of the market. Just think why Orocobre-Galaxy-Livent were merged. Who could LTR marge with? it should be a western oriented (including US free trade partners like LG of Korea or Sumitomo of Japan).ARCADIUM in that position in my opinion. Toyota is a partner.
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i love Arcadium just as much as Liontown at the moment.... absolute steal at $5 and .90 respectively!! .... and only a matter of time before they turn.... tik tok tik tok ......
(20min delay)