I think AISC for both LLL and LTR, might be in a very similar level.
Both DFS were done in 2021,
AISC cost: LLL: US$365/t (AUD: 71c, Royalties: $46/t); LTR: US$452/t (AUD: 73, Royalties: US$98/t);
Excluding Royalties Opex: LLL: $449/t; LTR: $485/t
LTR did update their Opex last year, from $485/t to $651/t, 34% increase.
I'd add sustaining capex of $171, then royalties at SC6 of US$950/t, AISC would be ~US$648/t.
LLL would also face increasing cost, I'd expect AISC to be around US$600/t which is excellent in current market conditions, imo.
Currently two African lithium miners operated by Chinese, Huayou and Sinomine in Zimbabwe, ~600kms to the port with good road infrastructure, their freight to China is around US$200/t, their AISC is around US$800-1,000 per ton.
All imo.
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