Hi Scarps, I appreciated your correction input. I checked the...

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Process1

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05/07/23

17:43

Post #: 68638898
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Originally posted by Scarpa: ↑

@Process1 this post is not directed at you as I realise you understand the niceties on how that data is reported.

I have seen this posted quite often, and whilst it is factually correct it actually masks some telling errors on how some may use it, noting in the past I have read posts in various stocks that lithium prices can stay very very high because it is not a large component part in a battery (which would be an incorrect view btw).

Take graphite, despite it having a large share in a battery its input cost is actually significantly less than the input cost of lithium in that battery. Be mindful, lithium in the above is also reported as a metal, so you need to times that 6kg by 5.3 to get to LCE feedstock and then times that by 7.5 to get to spodumene concentrate feedstock to produce the LCE. Whilst I haven't done this exercise in terms of the respective input cost of each element in a batterry, I have done it in the past for graphite and lithium.

1.Input cost of lithium in batteries:Post #:66330003This post explains how much value lithium has in a battery.

2. Input cost of graphite in batteries:Post #:66724229andPost #:66719548These posts do the apple to apple conversions so one can understand the input cost of graphite in batteries, compared to lithium. It is much lower than lithium.

All IMO

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Hi Scarps, I appreciated your correction input. I checked the post that you are exactly right. Thank you.

LTR Price at posting: $2.80 Sentiment: Buy Disclosure: Held
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Last 80.8¢		Change -0.018(2.12%)		Mkt cap ! $1.921B

Open	High	Low	Value	Volume
81.5¢	82.0¢	77.5¢	$12.90M	16.20M

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No.	Vol.	Price($)
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Price($)	Vol.	No.
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Price($)	Vol.	No.
0.815	170405	15
0.820	260110	14
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