Given the capacity of the facility is 3500tpa at Campbellfield...

  1. sqe
    6,939 Posts.
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    Given the capacity of the facility is 3500tpa at Campbellfield (just around the corner from their inferno in 2019), if only 275tonnes were processed, why did they not make a bigger dent in their LG inventory. It sounds like they are sitting on inventory, even though capacity to process is allegedly much higher. Strange.


    https://hotcopper.com.au/data/attachments/5016/5016955-f6c53afcb95096b7830095bf34e90b39.jpg

    But lets recap the breakdown of volumes from their EPA license application. Out of the expected capacity of plant (3500tpa), only 10% is expected for LIB MMD. A large whack is Alkaline.

    Alkaline Victoria is a more fitting name for this company

    https://hotcopper.com.au/data/attachments/5016/5016998-0fd15023a09283959ed18cb36d7f6caa.jpg


    Missed the point about the change to a trading company for the MMD. Again, strange that it was not announced to the market given they made half a dozen announcements about the Koreans




    Last edited by sqe: 01/02/23
 
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