Lithium Chloride Pathway

*** I have started a new thread dedicated to Lithium Chloride ***

After Listening to JP and Joe Lowry discuss the HMW Project today, there is no doubt that Chloride is the name of the game for Galan in the immediate future. JP Discussed today that adequate freshwater, sufficient low emissions power, lower capex in todays inflationary market, getting product quicker to market etc are the main drivers for the company choosing this pathway (Which I certainly agree with)

I have thrown together a timeline based upon the information the guys discussed
- Firstly to produce 12kt of 36% Lithium Chloride (4kt of LCE)
- Secondly for the Full Scale +75kt of Lithium Chloride Operation (+25kt of LCE)

The other interesting point that stuck out today in the discussion is that JP and Dan are of the belief that Galan should receive somewhere between 70-90% of the value for the lithium content in the chloride solution (leaving a 10-30% margin for the convertor)

99.3% Lithium Chloride sells for US$76/kg today, meaning that 36% Lithium Chloride is ~US$28/kg

If Galan are able to achieve somewhere between 70-90% of the Lithium Value (Lets pick the Mid-Point at 80%) would be US$22.4/kg today, for a production cost that would be somewhere in the range of US$1-1.50/kg

@HOOPZ I think you might be the Guy to plug these Chloride Numbers into a DCF / Spreadsheet