AKE 0.00% $9.83 allkem limited

Not sure that any new converters are commissioned and ramped up...

  1. 3,463 Posts.
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    Not sure that any new converters are commissioned and ramped up without any problems or delays.
    It is par for the course.
    There was already a minor delay flagged due to Covid.
    Top quality Li Chem production is far from simple and the product is playing in the A-league.
    Cracking the Japanese market is tough, but Toyocobre has the advantage of being on home soil - even if it has to contend with Nuclear Fallout and Godzilla incidents.
    I would be much more concerned if the Carbonate to Hydroxide refinery was located in China competing for the attention of Japanese offtakers.
    ToyotaTsusho has a global leader in purification technologies - Veolia - doing the build. They have a good handle on the feed coming from Argentina.
    I think most investors understand some patience will be required.
 
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