Running discussion on SP, page-53888

From the previous post mentioned,

• Furthermore, CATH will enter into a long-term Primary Lithium Sulphate (“PLS” offtake or tolling agreement which provides for 46,000 DMT per annum or 100% of the primary lithium sulphate produced from the first train of the PLS Plant.
• As a result of these offtake arrangements, in conjunction with other existing offtake arrangements, 100% of the Manono Project’s saleable lithium products produced under the April 2020 DFS will be contracted for at least the first five years from commencement of production.

1,600,000 SC6 on a 10 MTPA output.
800, 000 CATH
200,000 Shenzhen Chengxin who want to expand
160 ,000 Ganfeng

Bank Feasibility locked-in customers for 1,160,000 SC6
Leaving 540,000 available.

That 540,000 SC6 available to the market could be already been allocated to CATH .
As a tolling agreement has been approved.
Exact number of tons required of SC6 to produce 1 ton of PLS Scarpa posted but do not have it available.
4.5 to 6 tons ?
46000 tons of PLS and AVZ have plans to upscale to 100,000 of PLS with train 2.
Bank feasibility locked-in customers for 10 MTPA.
CATH could provide BASF and the growth of lithium hydroxide production plants.

The importance of the value-adding to PLS meets DRC requirements of mining.
Lower transport costs.
Potential Lithium hydroxide production in Africa.
GREEN / lower carbon footprint.

10 MTPA will need an updated DFS that will be shown a highly profitable project.
Well done management on securing CATH / MR PEI as joint venture partners.
ALL IMO

https://thewest.com.au/business/pub...rojections-for-giant-lithium-project-c-991380

It is a primary lithium sulphate plant which is the first stage of downstream processing for lithium and rarely, if ever, do you see the two plants side by side on a mine site.
The company says that the carbonate and hydroxide manufacturers are happy to buy the sulphate as it is a pre-curser to both carbonate and hydroxide anyway and the refined product will be a lot less bulky to ship, thereby reducing one of the single largest costs at the project – transport.
It might also have something to do with the fact that the lithium spodumene product has been modelled with a sale price of US$674/tonne whilst lithium sulphate fetches over US$7,000/tonne.