PLS out in front of the pack in almost every metric. Grade, well, Greenbushes are the leader. A few weeks ago, I posted that I expect PLS to reach 500Mt. With current drilling programs, PLS could well achieve that just with near mine drilling, let alone regional leases. 600-700Mt anyone.
PLS is light years ahead of other new SC producers in our recovery rates and processing IP, downstream projects and cash flow/ balance. Other new producers are struggling with all sorts of operational issues, many because they left flotation out of the flow sheet. Meanwhile, PLS is already onto the next evolution of Lithium mining, midstream.
Lithium recoveries will be down across the board, except PLS, IMO. I expect CAPEX to increase on many projects.
Mainstream analysts are doing their best to convince us that other plays are up there with PLS. I don’t believe them. Facts and results speak for themselves. What a great presentation by Dale at the D&D.
Good News & Bad News, page-31752
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