Great time to top up.... yes there is alot of uncertainty with lithium prices.... it is at a point that it is not profitable for many companies, just remember the LRS PEA came back with some great numbers.... capital payback after 7 months based on Spod prices $1699t/CIF SC5.5 and $927t/CIF CS3.... so with the current Spod prices, pay back might be around 12months... still better then most projects... the best part is the OPEX sigma is running is around $290t.....project is similar to LRS... they also had a high strip ratio 16:1..... I would be thinking LRS DFS may have the OPEX down to at least $300 and then reduced further if not shipping to china.... still a bunch of GIGA Factories being built in the US scheduled to be online at the same time as LRS.... 2026...
Has anyone done a spread sheet with all the data entered to show how LRS would be sitting as a project at Spod prices at $800t....
DYOR
LRS General Discussion, page-16413
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