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78.0¢ avz minerals limited

I just caught up with the latest global lithium podcast, and at...

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Lancy

22 Posts.

17/03/18

04:09

Post #: 31823332
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Originally posted by Lancy ↑

There's something I don't get. Producing lithium from salt flats is cheaper than from crushed rocks. So, as more salt flat projects begin producing and expanding, there will come a time when all demand is comfortably met by salars and the hard rock projects will be mothballed (until the salars are exhausted, I guess). So my question is, why should we care, at this point, how big a resource AVZ is sitting on if the project will be mothballed indefinitely at some point in the medium term? What am I missing?

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I just caught up with the latest global lithium podcast, and at about the 25 minute mark Joe Lowry offers an answer to the (deliberately simplistic) question, "Which is better, brine or hard rock?" It seems there is a strong future for both. http://lithiumpodcast.com/blogs/

AVZ Price at posting: 30.0¢ Sentiment: Hold Disclosure: Not Held
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