I like to use AJM as an example. Two plants, built at the same time, similar size, right next door to each other. AJM has their own problems sure; however they are close to nameplate, low cost, good recoveries, and selling all of their contracted product.
How have PLS gone so far wrong? They were always touted as the high quality, low cost, cream of the crop for upcoming world class lithium mines.
They have yet to prove anything of the sort.
As much as they blame external market factors,
part of me thinks that they have problems achieving the quality and grade required by it's its offtake partners.
Why is it that AJM have not needed to moderate it's shipments? It even shares one of the same buyers!
Ann: Quarterly Activities Report, page-29
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