ahh ok, just really about permit and timeline risk then. Legitimate concerns, but could end up a non issue. weather is a factor if guess, indoor plant helps.
Nonofe really seem like deal breakers, 100% issues for WR1 to go it alone and no chance to raise that much cash… but kinda feels like pretty meh points IF they were fully funded.
thanks for the response.
I believe there would be a lot of upside from a SS to a DFS. I believe cost reduction would be a critical point. The sc5.5 is$1375 number was relevant at the time it was published. Yes it would be nice to see it on leaner terms.
WR1 have said it was a conservative study where possible cost saving measures were left out for a comprehensive baseline.
I’d say if you based it on the as study only, you would need Sc5.5 to be us$850-us$1000 to break even, which it obviously isn’t. That said, even if you changed nothing and ran with this plan, there would be a lot of lithium commentators left scratching their heads if lithium sc5.5 wasn’t around that price by production 2028. Add in reduced costs / increased efficiencies, I don’t think it’s too far off being profitable even in today’s horrid spot price.
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