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15.0¢ piedmont lithium inc.

I agree that hydroxide seems like it’s the better option - they...

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Shavalava

236 Posts.

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03/02/23

15:49

Post #: 66058802
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Originally posted by WhatsTheTip: ↑

The reason for asking @banksy808 whether he had seen A11 chatter in SYA threads is because I don't have the time or tolerance to follow the SYA threads, but bless him, Banks does.

My personal view is:
there will be a JV between PLL and SYA for further refinement.
the selected pathway will be Hydroxide not Carbonate (American's and Canadians drive lots)
While the JV may not be 50/50, it will be a lot closer to this percentage than 25/75
The capex is going to many hundreds of millions with the existing kit not lowering the total price much.
Development of Tn and Ewoyaa will be well underway before any FID on NAL Hydroxide occurs
Capacity expansions at Ewoyaa will mean it can supply 100% of Tn's Spod needs (at least for the first 30kt train)
PLL won't agree to NAL Hydroxide until its confident A11 can deliver the equivalent of 196kt pa of SC6 per year (which is why there should be A11 chatter in SYA threads, even if there isn't)

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I agree that hydroxide seems like it’s the better option - they did put in the recent corporate presentation that the PFS for NAL carbonate refinery would occur in H1 2023
PLL Price at posting: 96.8¢ Sentiment: Buy Disclosure: Held
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