Ann: Presentation - Roskill Lithium Mine to Market Conference, page-22

First 22 Last

Share
Profile

Follow
Rupfel

10,886 Posts.

1428

14/02/20

21:59

Post #: 42945925
Share

Originally posted by Sjlasx ↑

There's a few projects looking to use new extraction technology to make previously uneconomic sources of brine - ie oil field or low grade / higher impurity Salar - competitive.
If you take what is considered the highest cost brine producer ‐ ORE - which has a FOB (pre tax) cost of sales at $4100pt (includes a small proportion of BG product) and use their anticipated costs of refinement to BG LiOH of US$1500pt (which utilizes only Industrial Grade Li Carbonate as feed) and happens to be at the high end of general refinement estimates of US$1000-$1500, you arrive at a figure of around US$5100pt LiOH. Obviously there are various other small costs as well as taxes involved.
Now I'm sure that Greenbushes can beat that in costs and in fact assume Talison sourced SC6 product is the lowest cost Hydroxide. However we're talking 100s not 1000s of dollars pt.
If you were to apply SC6 conversion costs of between US$2500-3000pt for LiOH; and a ratio of 7-8t SC6 as quoted in a previous post, consider the cost of SC6 required to beat the costs of the South American briners.
So I don't find the comment that costs of brine vs hard rock feed for LiOH being fairly equal very outrageous at all.
You all know the various advantages Spodumene producers like AJM hold in terms of consistency, low capital startup costs and flexibility of supply etc.
Just putting some numbers out there for people to make of them what they will.

Expand

It is not me saying that the cost is lower with hardrock.
Please show me an article proving that High performance LiOH is cheaper from brine.
Gangfeng currently is only using Spod to provide LiOH to the market mainly to LG Chem
how come they have all the deals with ev manufacturers with long range batteries

AJM Price at posting: 6.3¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

AR3

Overland drilling proves promising for Australian Rare Earths' uranium hopes

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

CPV

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

There are more pages in this discussion • 35 more messages in this thread...

First 22 Last

Add 1MC (ASX) to my watchlist

(20min delay)
Last 2.9¢		Change 0.001(3.57%)		Mkt cap ! $8.486M

Open	High	Low	Value	Volume
2.8¢	3.0¢	2.8¢	$15.17K	506.0K

Buyers (Bids)

No.	Vol.	Price($)
3	216385	2.9¢

Sellers (Offers)

Price($)	Vol.	No.
3.0¢	50284	3

View Market Depth

No.	Vol.	Price($)
3	216385	0.029
6	142984	0.028
1	35000	0.025
2	251708	0.023
1	61938	0.022

Price($)	Vol.	No.
0.030	50284	3
0.031	523991	8
0.032	38813	2
0.033	8100	2
0.034	269773	1

Last trade - 13.02pm 13/11/2024 (20 minute delay)

1MC (ASX) Chart

Ann: Presentation - Roskill Lithium Mine to Market Conference, page-22

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Overland drilling proves promising for Australian Rare Earths' uranium hopes

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Presentation - Roskill Lithium Mine to Market Conference, page-22

Top Stories

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Overland drilling proves promising for Australian Rare Earths' uranium hopes

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News