@Learning_2B1
The other thing that doesn't get talked about much here is the possibility of this company building a plant that produces Lithium Hydroxide from Lithium sulphate directly.
Some companies on the ASX have mentioned in their plans, the option of producing Lithium Sulphate. If you run the numbers on producing Lithium Hydroxide from sulphate, the margins are all very healthy indeed. It would be one avenue for this company to produce 20kt pa and reducing the CAPEX requirement of building a full mining operation + Lmax front end. Essentially an LOH-Max back end.
Low CAPEX, low OPEX, very healthy margins.
Lithium Related News, page-2189
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