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Understanding lithium demand, page-305

  1. 8horse
    34,336 Posts.
    lightbulb Created with Sketch. 9076
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    11/06/19
    22:37
    Post #: 39009595
    I think It's more appropriate to address profit margin per ton.

    What sale price did they get for high iron lithium spodumene? USD$620/ton.
    But for low iron (<=0.5%Fe2O3), received USD$780/ton. That's USD$160/ton difference.
    Tax concession is likely to get as similar to Sicomines as DRC government owns 30%.

    All imo.
    AVZ Price at posting: 6.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 14  Upvote
    lightbulb Created with Sketch. 1  Great analysis
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