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20/06/23

19:37

Post #: 68386129
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Originally posted by the technician ↑

Again I agree although yesterday I believe LKE laid the first brick in that scenario allowing C1 costs to reach $7k USD , this imho is the eluate to US scenario and $4.5k USD is the all in Argentina scenario . $7k USD is still a lot lower than the "SC6 + converter" scenario and I think this is the main reason why DLE is being targeted in a negative way IMHO . Take a look at PLLs proposed production costs in their DFS proposal and this is using a brand new state of the art plant not some Chinese Lepidolite abortion . Numbers are telling @mbc . I must say I do prefer the calibre of discussion on the @THE Froggy Channel . Better than the ASN main thread .
Warmest Regards TT

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ha ha ha... we all want a little more conversation from ASN ..

RIO aiming for 50ktpa eh... wow and are livent r producing 50ktpa, obviously lake eluate ship must have sunk at sea...
carry on ... I like the banter here better too..
cheers TT and others..
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