General Discussion, page-10739

Quick get over to the PLS threads and warn them before Ganfeng decide to reconsider their position with the possible PLS/Ganfeng JV post Lithium Conversion plant study.

What price would it be uneconomical to Ganfeng to continue with the Goulamina project?
(a) if you consider (in case you have forgotten) the low cost to produce Lithium from the Goulamina project.
(b) if you consider what Ganfeng plans to do with the spodumene when it leaves Mali?

If Ganfeng did reconsider their position, what price point would it actually be uneconomical for them?

If Ganfeng did reconsider their position based on your premise of it would not be economical for them, where would they get their needed supply of Lithium that would suit the conversion plant that was designed and built for the Lithium properties specific to the Goulamina Project?

If they could find a feedstock for the Conversion plant, at what cost would it be to modify the conversion plant as that would need to be an additional cost of any alternative supply?

If the price of Lithium does keep dropping, can you explain how this will effect tranche 1 payment?