I do feel your estimated Li prices for concentrate are on the low end and given our quality potential, i think it coukd be quite higher. I note expectations of sqm etc are down, new mines are late and several buyers like CATL have no known supply but maybe they listened to the stories of over supply thats not eventuating. The coming months will flush this out.
Your proce of over 200 a ton for frieght is a worst case cost and is not to tanzania but i understand it is trucking all the way to tne south. A worst case example. Tanzania would be posdibly under $100 A Ton. In this case tin credits could mean a total offset of transport costs and a net profit from tin. This of course relies on tin processes running off the Li concentrating plant.
This year i would hope we have a clear path to defining this and i believe this is being worked on now
AVZ Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
