General Discussion Topics, page-140521

Time machine back 1 year to June 2023



Just hazarding a guess here, doubt that there's been any "in parallel" activities???

So 2 1/2 weeks for the DTS to be delivered to meet the said ANTICIPATED results availability date.

That still isn't a DFS as I understand it - nothing "bankable"? Nonetheless there would be some expected economic analysis. Now @Yk84 we talk about "margins" and secondary processing making money.

Where we end up on the global cost curve is important thing to consider ... where will we fall compared to other (BG) carbonate producers determines our "survival" chances. With the information available presently, this is my best guess

So LAC's Thacker Pass project AFTER IRA 45X is about US$6,485/t. NAL comes in at high end of US$11,997/t (if transfer pricing is used) and at the low end of US$8,717/t (using DFS ASIC of US$740/t ... which appears low to me but ...)



I'll be looking at that figure closely from the DTS and then DFS

Just as an aside, the DFS provides a LT view for SC pricing as ~5% of Carbonate price ... put that in your memory bank.
Carbonate at US$15K/t means SC6 at $750 (and SC5.4 would be $675 and NAL is out of business)
Carbonate at US$20K/t puts SC6 at $1,000/t

You can't tell me back of the envelope ballpark figures were not done during negotiations. We all got greedy with that period of unsustainably high prices - and then the monster rose up and put an end to that.