No just a total estimation ($600m and 3 years) with inflation and contractors etc to make the point they are really trying to be fast to market (cash flow asap), no need to be chemistry/refining specialists, less qualification of product, cut lending (financing risk) as much as possible and just getting it done (playing to their considerable strengths).
-DJ (industry JEDI) has moved Li chloride previously (SQM straight to China) and knows literally everyone.
-Considerable carbonate plant feedstock needed soon in Argentina (possibility of export) in future.
-Approximately 80% of battery grade Li carbonate price is the aim which is mind blowing when you think of the margins here.
This is on track and the market doesn’t seem to get it yet but after DFS, initial permits (2 months MAX) and future webinars. GLN is on big time.
Yours in HIGH grade LOW impurities
No just a total estimation ($600m and 3 years) with inflation...
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