AUZ Sconi BFS vs CLQ sunrise Co sulphate 12,000 tpa vs 15,000...

AUZ Sconi BFS vs CLQ sunrise
Co sulphate 12,000 tpa vs 15,000 tpa
Ni sulpahte 100,000tpa vs 85,000 tpa

1. Both 20+ LOM
2. CLQ only sold 20% of Sunrise production to Chinese cathode maker (Beijing Easpring)
= this is huge mistake by CLQ mgmt imo

Easpring's customers are global battery makers .. I dont think they would buy raw materials from CLQ ( Easpring partner)..


3. Ben says we are looking at multi-billion dollars deals = sell 100% of Sconi production at once × long term

I think AUZ's partner would be more like global battery makers or car makers unlike CLQ's cathode maker as cathode makers can not do multi-billion dollar deals.

4. If AUZ sells 100% of Sconi production (offtake) this Feb or March = Mcap should be well over 1.5B = 60c ( multi-billion $ deals & partnership)

5. Flemington = Sunrise
Same ore body, same grade = we saw the driiling results.

Sconi Offtake, BFS and Flemington drilling results (extention) = March 2018
=60c +


All IMO DYOR