Evening all.
I thought an interesting point was once the 1.9mt had been processed and delivered the remaining processed material would be sold off on the market I guess ?Would this suggest that PLL could actually do more per year than they currently state ?
Some of the figures are actually very impressive. All in costs with an average take home of 80% on $15,000 Li2OH is right up there with the best.
I know EMH ( central EU similar to PLL in that they have a huge amount of lithium with not really any nearby competition ) investors were bragging about being the lowest cost , but hey todays figures will do me just fine v EMH.
The by products are a hefty chunk of business too.
As I have mentioned before there is 40km of TSB , ok we cannot access all of that , but there are at least 4 pick and shovel mines with historic data sets that I would be looking very closely at and they are not very far away either.LOM years has dropped on increased production, but I am pretty sure PLL will be able to add local production to boost the Hydroxide processing plants use to way past 20 years.
I am keeping an eye on Livent & Albemarle after todays news.
I guess Mr Musk will also be happy to know there could be extra on the table ? Would his current deal naturally be expanded to keep within the 33% off take levels ie getting a further approx 3,000tpa on top of the 8,000tpa of Li2OH ?I am sure he wouldn't be saying " nargh you keep it ".
A very good day and one that the US seemed to miss the points on ?
Have a good one guys and gals.
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