See last update from RWD regarding pond construction, as I...

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FiendishRedbeard

9,111 Posts.

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02/04/16

22:50

Post #: 17408875
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Originally posted by FiendishRedbeard ↑

Sevo,

While your looking at Lop Nur, which has worse chemistry and lower evap rates than RWD but has the worlds lowest opex.....oh no, that does not fit??? Swings and roundabouts, it is the sum of the parts that make up the strength of the asset.

The emergence of SO4 and GPH is very positive for RWD, throws more interest and positive media in the direction of potential SOP producers and may force a few burnt fingers over many many years to have a second or third look at the potential of RWD....So you should be cheering SO4 and GPH to break out again, all three have the ability to reach production, a lot of work still to do but i have not heard of any solid arguments against this.

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See last update from RWD regarding pond construction, as I posted before this update they went conservative on the pond capex as nobody had good information, this is fine and is now being corrected. So taking the current pond capex from RWD and applying it to SO4 and GPH will be incorrect, RWD will still have better production by area, but the pond capex gap is going in one direction. You never know RWD may have to spend less on ponds than roads...

SO4 Price at posting: 34.0¢ Sentiment: Hold Disclosure: Held
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See last update from RWD regarding pond construction, as I...

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