1MC 6.45% 2.9¢ morella corporation limited

First Production This Week, page-144

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    NMT/MIN receiving $960USD/t ($1,293Aus/t) last quarter for their SC6 6% Li, Demand and prices are strong, bring on production rampup, AJM estimating 6mth rampup to nameplate of stage 1 220,000tpa, if this is a linear rampup then:

    Aug 3,056t (2.6Mill Aus),
    Sep 6,111t (5.2Mill Aus),
    Oct 9,167t (7.9Mill Aus),
    Nov 12,222t (10.5Mill Aus),
    Dec 15,278t (13.2Mill Aus),
    Jan 18,333t (15.8Mill Aus),
    then 18,333t/mth (15.86Mill Aus/mth),

    several other Aus Li mines have followed a similar linear rampup. Not long now before the Stage 1 $$$ start rolling in, numbers IMO from $1293-$428 C1 total costs, Stage 2 would double this.
    Last edited by FutureTech: 31/07/18
 
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