AVZ 0.00% 78.0¢ avz minerals limited

Perfect Scarpa.. loads of detailed information Taken from your...

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    Perfect Scarpa.. loads of detailed information

    Taken from your posts...
    2.2 tonnes of PLS lithium sulphate monohydrate 80% produces 1 tonne lithium carbonate, or
    1.9 tonnes of PLS lithium sulphate monohydrate 80% produces 1 tonne lithium hydroxide monohydrate battery-grade –

    Fastmarkets’ weekly assessment for the lithium hydroxide monohydrate, 56.5% LiOH.H2O min, battery grade, spot price range, exw domestic China nudged higher to 92,500-97,500 yuan ($14,446-15,227) per tonne on June 3, up by 4.97% from 88,000-93,000 yuan per tonne previously.

    LiOH.H2O = $15,227/t
    AVZ product PLS lithium sulphate monohydrate (Li2SO4.H2O) = $7,613/t

    AVZ DFS PLS lithium sulphate monohydrate (Li2SO4.H2O) = $7,355/t

    Because the studies on hydroxide are a little older sulphate pricing at 50% of hydroxide price ok to use. This post provides the energy needs - Post #: 50427529.

    https://hotcopper.com.au/data/attachments/3283/3283407-a460ff7e4ed19d37f79abaa956a12eee.jpg

    To get back to some other basics, there are 3.4 tonnes of spodumene of 6% grade used in each tonne of AVZ's lithium sulphate monohydrate at 80%, whereas you require 7.5 tonnes of 6% grade spodumene to produce 1 tonne lithium carbonate, at 90% recovery rates (or in other words 45%, i.e. 3.4 tonnes/7.5 tonnes). The conversions are here - Post #: 49821585 Now if downstream converters were using the sulphate to produce lithium hydroxide monohydrate then that number becomes 52% - i.e. 3.4/6.5 - with calcs in embedded post here above. So again 50% is an ok number to use.

    Also will add the LTR PFS recently released had a similar assumption in its downstream feasibility study, noting AVZ was using a carbonate price btw. Refer page 10 of Post #: 48288089

    From LTR
    https://hotcopper.com.au/data/attachments/3103/3103219-5bdf114f11539491cfcc7cd5d60b4570.jpg
    Recap AVZ DFS - page 107 of 163 Post #: 44157841:
    https://hotcopper.com.au/data/attachments/3103/3103250-3a5311ee0b6152df7c63c34f323f1247.jpg


    https://hotcopper.com.au/data/attachments/3283/3283410-87d7a7c75be6ead1dc607d6f7b584b6a.jpg

 
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