i left out SLI because i forgot they even existed, i just took the ones which were in the front of my mind, more importantly though, proving that another company is worse doesn't make LKE look better, plus I'm sure SLI aren't shelling out 300mil for grid power connection and they aren't located in the arse end of nowhere in a country with 270% inflation
As for claims of LKE OPEX lets just lay out the facts here, todays announcement says "could" lead to "up to 10%" reduction in "capital cost", it says nothing about OPEX aside from a 10% decrease in reagents, so lets look at that
the amazingly vague DFS lists reagents and lilac together as one cost of 2228, being extremely generous lets minus 10% from that figure even though in reality it will be a much smaller figure, then we get 2006 and a OPEX of 5825 which is still higher than all the ones i mentioned
Even with that help it was still the worst, and if we take 5825 as the baseline then look closer at that graph,
theres only one DLE brine OPEX that measures worse than kachi and the difference between it and kachi is smaller than the price difference between kachi and the next highest.
as for a strategic partner, get real with yourself, LKE started looking over a year ago and they haven't found anyone, goldman sachs who are acting as advisors came out this week with the lithium price forecast to 2027 which shows a price in 2027 50% of what is used in the DFS and yet you still believe someone will come in, give LKE at 3.8c and less than 100m MC the means to raise 1.5bn dollars for a project that has the second worse DLE OPEX of 5 companies, to sell their product for 50% less than planned? i mean, the odds are ASTRONIMICAL that this doesn't end in complete failure but you act like its 50/50, now thats what i call a factually inaccurate narrative, probably because your emotionally attached and lost your objectivity long ago when you were at that mining conference taking selfies with the heroes who squandered all your money away
