DLI delta lithium limited

Ann: Yinnetharra Metallurgy and Exploration Update, page-7

  1. 3,855 Posts.
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    Agreed, there is little price premium on SC6 vs SC5.2 or SC5.3 as they are all being priced on the lithia units contained, presumably with positive or negative adjustors for deleterious elements like iron.

    This means its a maths optimisation game:
    • What would the recovery rate be, royalties, operating costs and shipping costs at SC6?
    • What would the recovery rate be, royalties, operating costs and shipping costs at SC5.2 (and other variants)?
    • Choose the one that provides the highest expected return - hint, if shipping costs are low its not SC6.0!!
 
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