AKE 0.00% $9.83 allkem limited

1st Export > 17,000 USD/T, page-296

  1. 3,013 Posts.
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    OK

    "there is modification to the plant to proceed in Nov/Dec - which may impact on production - and nameplate production rate with battery quality will not be until after that."
    Wrong IMO.  ORE can produce Battery Quality when and if it desires.

    "After the upgrade in December there ORE will be able to just produce carbonate and sell into whatever market makes sense."
    Wrong IMO. ORE is not waiting for upgrade in December to produce carbonate.

    What upgrade is coming in December?????
    The only upgrade i am aware of is the

    "Production in the purification circuit is currently limited due to restricted thickener residence time post the purified product crystallisers. Throughput will be increased in the December quarter by adding a cyclone bank to augment the thickener capacity. The thickener is the final step in the purification circuit prior to product entering the drying circuit."

    None of this affect the quality or type of Lithium produced.
 
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