I guess it's about the numbers. It looks like everything they are doing is technically feasible but what about the numbers? If we agree that they can produce 25 tpa what is that worth? Lake's estimates are that they will sell lithium carbonate at $23740 pt. Vulcan think that they can sell Lithium Hydroxide for 30,283 euros per ton which is $US32,855.54. Hydroxide sells currently for about 10% more but Vul's price estimate is significantly higher than Lake's. Which one will be right? If you adjust for the carbonate/hydroxide number Vul think they will sell theirs for $29,570. The question is about supply and demand in 2028 will supply have driven the price down or will demand have driven the price up.
Level-headed, blunt assessment of Lake Resources, page-264
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