SQM 1st quarter earnings call
$4.1 Billion USD in LCE revenue - $1.6 billion USD in LCE gross profit = $2.5 billion in LCE OPEX or 61% OPEX .
$13,000 USD average NON BATTERY GRADE LCE sales price x 0.61 = $7927 USD in OPEX currently for NON BG LCE .
LCE shipped to China at customers cost $$$$ - then converted to BG LCE with further OPEX $$$$ incurred ????
SQM final BG LCE now China processed and no longer IRA compliant
ASN on site BG LCE no converters needed direct to customer with very little transport cost to that customer all done in the USA and very much IRA b compliant and at an OPEX of $4368 USD PMT ..........
ARE WE CATCHING ON YET .........
SQM 1st quarter earnings call $4.1 Billion USD in LCE revenue -...
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