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WR1 General Discussion, page-31316

  1. 27,373 Posts.
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    perhaps they need to take a look at the super pit that might include AZM.

    With Renard as the low capex pathway,, when we are suitably re-rated as come developer, where AZM can be the poor kid on the block who has to look at his own 1 Billlion dollar plant,,,,does it then afford us make them a join us or stranded offer.

    Its all about EPS. What does that look like for AZM who build plant, if they have the scale on their own to justify it, and dilution. Vs get on board with WR1. We might even be able to toll treat their side of the fence to our advantage.

    So not just AZM, but others who would want to avoid the permitting risk, and come toll treat through our plant at Renard.

    It was interesting to also hear Chris say that they were willing to investigate any of lithium in the Renard area for same.

    Consider that. If it was to others to do the quarrying and deliver it to our door for toll treating.
    We could have two sources of revenue, from Adina processing, and the toll treatment of others who did not justify scale to build plant.

    That is a great marketing push, and where a processing Hub has a greater earnings capacity.
 
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