As someone inexperienced, I was most worried about the sc6 to hydroxide price ratio of 6.15% and not the capex, when watching the sp slide in the US 24 hours ago. The sensitivity analysis has a range of 4.3 to 8% i.e. +/- 1.85%. The lower the ratio the better the NPV. My mind then went to the carbonate plant at NAL with more sc6 required per tonne of finished product and a cheaper finished product (at least currently).
Obviously the feedstock is coming from Ghana for TLP and NAL for the potential carbonate but one has to think of the financial loss from not selling the sc to another party. It might just be that for any refinery outside of China the percentage has to be lower to be profitable and then political help is required to be more competitive.
As always value the thoughts of the more experienced posters.
As someone inexperienced, I was most worried about the sc6 to...
-
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
15.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $62.55M | |||
| Open | High | Low | Value | Volume |
| 15.0¢ | 15.5¢ | 15.0¢ | $178.9K | 1.188M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 242620 | 15.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 15.5¢ | 688057 | 10 |
View Market Depth
| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| PLL (ASX) Chart |