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albatrosss

21,895 Posts.

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18/04/17

13:25

Post #: 24114510
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Originally posted by Freehold ↑

Well Basically ...Lithium Demand is Exponential (and is expected to continue that way for at least a decade prob more like 2 decades or more) and supply side has thus far been weak in response ... Briners at scale are cheaper but have a long lead time 4-5yrs... Expected 2020-22 for them to respond in kind... Hard Rock Lithium is quicker (2-3yrs) but currently more expensive to process. Thus far hard rock supply response has been weak with many project delayed or have had difficulty seeking finance to build plants... So we have a window of opportunity of high lithium prices ...into which KDR (Which has been aggressively progressing production in parallel to legal action) is seeking to exploit.... POS Deal will enable fast path to market with expected Production Early 2018.

Personally I think the demand will outstrip the supply side for the foreseeable future....and we will be in a cycle of supply side attempting to catch up...continuously for as far as I can see.

So KDR schedules have not been interrupted thus far... I would expect that KDR will be swallowed by a major (Ablemarle?) shortly after legals are squared away. IF not then Progress to production by end of year. IF in doubt about what that will do for share price ... look to TAW and there increasing valuation for a guide as they are realistically at a similar stage of development and expect to be producing late 2017.

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if someone was going to take out kdr, they would take out mzn also.
regardless of legals. this would be best time to do it.
may still happen

KDR Price at posting: 40.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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