I can't decide what's more disappointing @Rotane: that you can't do basic primary school maths, or that four other people liked your post, implying they can't either. Here are some points for you:
- If a brine producer (AGY) has an OPEX rate of $18,000 per tonne, that means it costs them $18 per kg, not $100 per kg as you stated.
- If a spodumene producer has an OPEX rate of $800 per tonne of SC6, you multiply that by 7.5 to find the equivalent LCE, before conversion costs:
- So, $800 x 7.5 = $6,000. Adding the conversion cost ($5,000) and the transport cost you mentioned ($500 per tonne), that totals $11,500 total cost per tonne of lithium carbonate, based on a spodumene OPEX rate of $800 per tonne. It’s worth noting that many spodumene producers operate well below $800 per tonne.
- $11.5k per tonne (as calculated above) is much lower than the $18k per tonne OPEX for Rincon Stage 2, making AGY incredibly high on the cost curve, per the example in my previous post.
P.S. - I have no idea how you arrived at the conclusion that spodumene and brine cost $100 per kg to produce. You do realise that's $100,000 per tonne, right? Back to school for you.........![]()
- Forums
- ASX - By Stock
- AGY
- General Discussion AGY
General Discussion AGY, page-23528
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AGY (ASX) to my watchlist
|
|||||
Last
4.0¢ |
Change
-0.001(2.44%) |
Mkt cap ! $58.23M |
Open | High | Low | Value | Volume |
4.1¢ | 4.1¢ | 4.0¢ | $72.01K | 1.793M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 370632 | 4.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.1¢ | 226700 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 370632 | 0.040 |
11 | 1138204 | 0.039 |
11 | 1017089 | 0.038 |
12 | 1190095 | 0.037 |
10 | 1302435 | 0.036 |
Price($) | Vol. | No. |
---|---|---|
0.041 | 226700 | 4 |
0.042 | 863093 | 9 |
0.043 | 828966 | 6 |
0.044 | 1584000 | 6 |
0.045 | 180000 | 4 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
Featured News
AGY (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online