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ASN General Discussion, page-9895

  1. mbc
    1,349 Posts.
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    05/04/23
    20:22
    Post #: 67157827

    The rest of that thread from Simon is the real kicker:

    ”It’s crucial to note that lithium is a speciality chemical industry. There isn’t just one price for all lithium. Those higher quality producers that are imbedded into batteries and EVs will always command a premium. “

    Low impurity, battery grade LC/LH is what ASN is aiming to produce. Lowest part of the cost curve, highest part of the pricing curve.


    ASN Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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