General Comments & Banter, page-11157

First 11157 Last

Share
Profile

Follow
MarketingMan

5,875 Posts.

3509

17/01/19

11:31

Post #: 37141742
Share

Originally posted by domum: ↑

The other thing Viv might be that the unit cost after paying off any finance would drop dramatically so it wouldn’t matter so much if we were producing for hydroxide benefication.

JZs response was an interesting one on this. I can remember someone communicating to him on this and his response was “ why would we want to produce hydroxide when we’ve got excellent grade carbonate ?”

I’m taking this to mean that once AGY/Puna r producing they could market to a hydroxide beneficator IF that’s the way the supply chain goes.

Thing for me is just how far behind is solid state which demands even more carbonate I believe. Don’t quote me on this tho. I just remember vaguely reading somewhere a little while back that carbonate was the best way to go for solid state.

But like I say JZ doesn’t seem too worried about any perceived hydroxide threat, probably just becos of that, it’s a perception.

d.

Expand

There is a market for both (Hydroxide, Carbonate and even Chloride).
And there is a market for varying grades and specific impurities.
BUT - it's a moving target. As the battery makers continue R&D looking for greater energy density, faster charge/discharge rates and improved robustness, who knows what they might want in the future?

And let's not forget - Lithium may not be needed at all in 5 years time (personally, I think we are safe for 10 years - but after that, all bets are off).

IMO
DYOR

AGY Price at posting: 15.5¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

What's causing the cost-of-living crisis, and how to navigate it

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon