I think it was Ron Mitchell who made a valid point about the...

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RedSoilC

84 Posts.

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05/07/23

08:06

Post #: 68623207
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Originally posted by the technician: ↑

HR bulls all in attendance. key points :
- Carbonate to hold at $40k USD to $50k USD for the next 2 years
- after this it will slowly taper down to between $25k USD and $35k USD for a longer period than what was expected
-So IMHO 2030-2036 before there would be anything less than $25k USD pmt BG Li2CO3
-That's 13 years from now before the ASN base case in the DFS "might" be activated ?
- As usual DLE is years away and even then it will take time ? why am I not surprised ? Ohh and they are all in agreement is brine DLE comes to realisation it will most definitely be cheaper than any spodumene to market scenario on a carbonate basis . Biased much ??
-LiCl or "liquid Spodumene" is the new "buzz" term and the US will be buying it from South America because there won't any other supply available? Forgot to ask if anyone held GLN or LKE or Livent or Allkem or SQM in the room ?

Rolling my eyes now ....... well there you have it , it was so enthralling Joe Lowry (Mike Lowrys buddy) left early .....
Cheers TT

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I think it was Ron Mitchell who made a valid point about the processed waste from hard rock, if you are shipping 6% of hard rock like PLS that's 94% of waste that the processing country has to deal with not very ESG for someone like Tesla to buy from is it?! wink wink! and the long term cost involved! The gurus all agreed the DLE is the future. can't wait for news from ASN with proven DLE technology, like BBB said 2023 is an exciting year! all IMO.

Last edited by RedSoilC: 05/07/23

ASN Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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