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08:59
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Originally posted by ironman100:
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"Part of RDT's commercialization strategy involves a starter DSO operation. ESS looks to be heading that way also" This is possible and entirely dependent on our offtake partner, once chosen if our partner(s) have the ability to process and the need for Spod sooner rather than wait for the Concentrate I'm sure ESS will bend the knee. As Tim has alluded to - adding the most value by concentrate ( to at least 5.5%) would be their preference. DSO IMO would only happen with a Chinese offtake partnerwere looking at a Chinese offtake that any agreement would be worth the paper its written on going on what happened in the last down cycle of Li pricing. indicated Reserve
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Chinese partners may mean top dollar in the good times but it will quite possibly mean no dollars or less than agreed pricing in the not so good times.
