Understanding lithium demand, page-24

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cashcity

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20/03/19

23:54

Post #: 37831639
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Originally posted by Xjquan: ↑

Hi Scarpa

Thank you for your posts.

But I believe your graph for the supply side expansion is rather oudated and only looked at 2019 figures.

Talison alone, is planning a 2M tonne spodumene expansion project.
PLS is planning a stage 2 DMS, 800K , financing completed and off take secured
MIN is developing Wodgina with ALB, 750k
AJM plans for stage 2 DMS, 440k
AML nameplate is 240k now

This is just a few major developments of hard rock mines in WA, and then there is north america too. And there is brine.

The supply side is ramping up quickly. Overall I don't see a clear gap in supply to allow for a definite market entry, and I think that is why a lot of current explorers are struggling to get funding.

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Right on queue ....

Did you say “North America” ??

AVZ welcomes a new strategic investment by Lithium Plus which has subscribed for $3 million in the Placement for an initial 3.46% interest in the Company

• Lithium Plus is a specialist lithium investment company led by Mr Bin Guo who has close links to the battery manufacturing industry in China and is also a director of North American Lithium Inc.

Apart from a few good posts lately what a mess the threads have become once again !!!
However it turns out expect the unexpected with AVZ

Sorry to crash ya thread scarps
GLTAH

Last edited by cashcity: 20/03/19

AVZ Price at posting: 4.5¢ Sentiment: None Disclosure: Held
4 Upvote

0 Great analysis

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