AKE 0.00% $9.83 allkem limited

1 Yes I know that the grade % is not the only specification that...

  1. 3,463 Posts.
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    1 Yes I know that the grade % is not the only specification that ORE needs to meet from its customers. In the attached video link the CEO talks about the impurities in the 0.2% being what's important. My point in the previous thread was that specifications have tightened since the stage 1 plant was commissioned.
    2 Yes I know there isn't a seperate flow for BG from the pond system however better pond management will allow for greater flexibility in flow management. In very basic terms, management determine whether the current harvest pond they are using for production is suitable for cost effective purification to BG. The pond system is a complex network of brine flows with differing characteristics.
    3 I wrote no net debt and discussed the debt held by the Olaroz and Naraha JV. The ORE group cash exceeds the debt. Not difficult to find the current group net debt levels given it has been regularly published in their presentations.
    AIMHO DYOR



 
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