VUL

2.45%

$3.76 vulcan energy resources limited

Ann: Positive Zero Carbon Lithium Project Bridging Study Results, page-27

First 27 Last

Share
Profile

Follow
sura7667

2,613 Posts.

669

17/11/23

12:17

Post #: 70961132
Share

Originally posted by cmonaussie: ↑

FW used the term "safe harbor" when discussing the Bridging Study on "The Watchlist" (on bottom right of screen for most of us) wrt to low OPEX

"We've also kept our very low cost of operation. In a volatile world with Lithium prices going up and down, its a very safe harbor - the Vulcan Zero Carbon Lithium project - because we have such a low cost of production and therefore we have high margins."

Make no mistake, while producing LHM is a chemical process and not the mining of an ore, our product is still a "commodity" (in a small but rapidly growing market for Lithium). And in the world of commodities - they are priced at the margins. I'm using the term "commodity" strictly in the economic sense - full substitution (market treats all LHM as equivalent regardless of who/where it was produced). This is the world of low cost producer is last man standing ... and its never good to have China as your competitor on price.

As a consumer I/we don't really care (but perhaps I/we should care (more)) where the minerals come from ... I paid attention to where the car came from (Japan and not China), so I'm not exactly driven only by price (there is no price (even free) for me to accept a BYD for example).

In VUL's world, FW is trying very hard to inject "differentiation" between the sources of LHM supply to his advantage and one hopes perhaps even extract a premium price. Is for Stellantis willing to pay more for "Zero Carbon Lithium" in the cathode of the battery. What about the anode ... without sourcing "green graphite" seems a bit of a mute point. And more to the point would a consumer of a Stellantis EV pay more for the exact same EV from Stellantis if it came with a ZC (or close to it) battery? That makes our LHM no longer a commodity and we have pricing power (as well as low cost of production).

Got till the end of the decade I suspect.

Expand

Green passport and associated EU incentives of it may favour vulcan immensely..
We may not get a premium but surely get a priority...

Last edited by sura7667: 17/11/23

VUL Price at posting: $2.58 Sentiment: Buy Disclosure: Held
15 Upvote

1 Great analysis

Reply

Top Stories

Microcap Wrap: 5 explorers with news out today

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

RCE

Recce's R327 found effective against E.coli during clinical trial

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

There are more pages in this discussion • 10 more messages in this thread...

First 27 Last

Add VUL (ASX) to my watchlist

(20min delay)
Last $3.76		Change 0.090(2.45%)		Mkt cap ! $707.5M

Open	High	Low	Value	Volume
$3.74	$3.80	$3.63	$2.295M	616.3K

Buyers (Bids)

No.	Vol.	Price($)
1	1257	$3.75

Sellers (Offers)

Price($)	Vol.	No.
$3.80	26550	6

View Market Depth

No.	Vol.	Price($)
3	15085	3.700
2	5140	3.670
1	136	3.650
4	7262	3.630
1	1390	3.620

Price($)	Vol.	No.
3.800	26550	6
3.820	745	1
3.850	3260	3
3.880	8000	3
3.900	2925	3

Last trade - 16.10pm 28/06/2024 (20 minute delay)

VUL (ASX) Chart

Ann: Positive Zero Carbon Lithium Project Bridging Study Results, page-27

Microcap Wrap: 5 explorers with news out today

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Ava Risk Group expands US presence with A$0.7M Substation Deal

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Positive Zero Carbon Lithium Project Bridging Study Results, page-27

Top Stories

Microcap Wrap: 5 explorers with news out today

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Ava Risk Group expands US presence with A$0.7M Substation Deal

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News