Argentine Brine Comparables, page-7

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mondyinvest

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28/08/23

22:14

Post #: 69599625
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Originally posted by daando37: ↑

each brine is unique in its composition and can therefore hardly be compared.

the fact that we don't have to reach a bg is also underestimated. we will produce an extremely promising concentrate, which will correspond exactly to the requirements of the processors. achieving bg carbonate is proving to be a complicated and lengthy process for some producers.

the production process itself is more environmentally friendly and leaves a smaller ecological footprint. less fresh water required as no on-site treatment plant is required.

significantly shorter construction and production times. commissioning a bg li chemical plant once built can take years, and even then there is no guarantee that the nameplate or percentage of bg material will be met.

compared to hard rock "competitors" we have a much more important advantage - waste. you won't believe how much waste is produced by an sc5.5 mine. this is of course reflected in the production costs.

at the latest when the first cash flow is reached, the market will realize that we are unique and not comparable.

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I really enjoy your commentary. Keep it up. You are spot on - only need to look at the software-like gross margins AKE were printing on their brines. Gotta get through the capex hurdles up front, but after that it looks pretty impressive.

GLN Price at posting: 68.5¢ Sentiment: None Disclosure: Not Held
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