it's based on C1 costs Anson has already produced Carbonate...

it's based on C1 costs Anson has already produced Carbonate and Hydroxide so changing the process flow sheet to suit hydroxide is not hard to do and in actual fact lowers those C1 costs even further . Remember my point is about what it costs to get it out of the ground and in to "A" battery HR is far more expensive than DLE and old Salar evaporators are marginally more expensive so for

example 1 :
- a spod mine mines SC6 correct
- what are the costs ?
- a refiner buys the SC6 and make BG LCE/LIOH correct
- what are the costs ? $4k for SC6 atm + others ?
- battery or cathode manufacturer buys the LCE/LIOH correct
- sale price of final product material ATM $40k

example 2 :
- ASN processes LCE/LIOH correct
- what are the costs $4300 and declining
- battery or cathode manufacturer buys the LCE/LIOH correct
-sale price of final product material ATM $40k

So as you can see ASN completely misses a step in the cost curve and the specific C1 cost is declining this gives ASN and the likes of INR leverage over all the others .

hope this helps AIMHO DYOR TT