Folks,
if you look at the end to end lithium supply chain, the biggest bottleneck is the lack of Converters- I.e. from Spodumene to Lithium compounds. The old timers will remember we used to own 1 that we offloaded to Tianqi for USD 200 Million. I understand there is significant investment currently underway to expand and build new converters however it will only materialise towards the 2nd half of this year.
I was just wondering it will cost us to take a position in an existing or a new Conversation facility. Any one with an idea/thoughts on probable candidates, cost etc. be nice.
- Forums
- ASX - By Stock
- Banter and General Comments
Folks,if you look at the end to end lithium supply chain, the...
-
-
- There are more pages in this discussion • 16,110 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GXY (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online