ASN OPEX from DFS in 2022
LKE OPEX from the PFS in 2020
VUL OPEX from DFS in 2023
you are LITERALLY clueless
lake estimates from 3 years ago are 200 bucks per ton cheaper
not to mention thats the OPEX for ASN and VUL to BG lithium, lakes OPEX is for lithium chloride solution
lets add some context
ASN - hydro power to be added to reduce elec needs, well disposal fee to be reduced, stage 2 will add byproduct sales
LKE - everything is 3 years out of date and needs to be updated
VUL - geothermal power at the site produced by the brine basically negates the OPEX
"LKE has real ESG and big backers"
WHAT!?
ESG hasnt been evaluted, big backers like those who back lilac? bezos, richard branson etc? bransons virgin orbit which he pumped loads of money into just went bankrupt, big money doesnt mean anything and none of them have a stake in lake, nor do the majority of the board of directors who have first hand knowledge of the company, even at 42c dont want a piece of the action
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