LTR 0.41% $1.22 liontown resources limited

Interesting - they are proposing 24,400 tpa lithium hydroxide...

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    Interesting - they are proposing 24,400 tpa lithium hydroxide monohydrate. I will have to have a decent read of it but these caught my eye:

    Page 39
    https://hotcopper.com.au/data/attachments/5934/5934448-a0155796cee812cecd11979aded5a5d1.jpg

    Page 43
    https://hotcopper.com.au/data/attachments/5934/5934449-eb0688d8e8a46943c0d15d8ae0b47faa.jpg
    Doesn't look like large costs have been attributed to power, I agree based on the table you posted and I also cited, although there seems to be various power costs scattered throughout that document including the table above the one you kindly posted..

    Finally, I found this also interesting in terms of the total project - page 6:
    https://hotcopper.com.au/data/attachments/5934/5934460-8e54bba6df848de8988a8dcb2f2c42d0.jpg

    The 78 MW needs to be multiplied by hours (tied to production in a day) and then multiply that by 365 and a load factor. It does seem potentially a lot of power but not clear now how that has translated to power cost. Thanks for sharing and I will have a look at it further. And yes, for others I realise it is offtopic to LTR.

    Certainly has tweaked my interest and will have a look at it further, Thanks for sharing.

    As I got coonfused I decided also to look at what a MWh costs in Canada. Don't have exact figures but this article yabbers anywhere from US$40 - US$230 depending on source. Might imply in itself and based on teh figure you have arrived a MW usuage of at least 2 MW (or greater) per tonne hydroxide
    RBC Capital Markets | The Price of Power: How to Cut Canada's Net Zero Electricity Bill (rbccm.com)
    REC – Market Snapshot: Record-high Canadian electricity export revenue in 2022 (cer-rec.gc.ca)

    Apologies to others as offtopic to the thread I know.

    All IMO IMO

    In terms of where I got my numbers from I was look at Tianqi and Nemaska, but in those posts I actually IMO overstated the load factors and 'hours used in a day' IMO for getting to MWh, hence I scaled back my initial thoughts to the current post in this thread (and now based on your post will need to have another think over a VB) - refer initial estimates here Post #:40107095






    Last edited by Scarpa: 04/02/24
 
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