I will "still open the One or Other Thread on Hotcopper". This is One of Them.( )
Opex takes a very SPECIAL Place, in my View(Judgement) on "resource" Companies. Not "All"; but They decide VERY, VERY much on a Resource Project, Venture, especially LONG term, in my Opinion! This is why I put MUCH, MUCH Effort and Priority on these Aspect. And the Reason for these Thread.
Margins LONG term decide VERY, VERY, VERY much in Business!!!!!
This will probably widely be about "resource" Companies, but don't necessarily HAVE to be. Sectors basically "All" is possible.
Because they are a potentially BEAST. In This Regard.
They will belong to POTENTIALLY One of the Lowest -running- Costs Lithium Producers, worldwide. With FORECASTEDLOM Opex of US$1,796/t lithium carbonate-EQUIVALENT.
Not only, but ESPECIALLY because Boron Byproduct potentially eats(lower) Them Their Operating Costs by arooooound 75%.
)
lithium carbonate-EQUIVALENT.
