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You could be right. But although mid 30s is still too low for me, it would feel a lot more comfortable.
I meant won't have such a big impact on the SP.
Sorry but I am afraid that due to the current market situation and the looming recession the announcement of the CEZ deal won't have such a big impact on the deal. I still maintain to stabilize mid 30s P. Just my opinion.
Great buying opportunity in advance of the CEZ deal imho.
A few folks just picked up some cheapies at barely believable 13p. Well done to those guys
As the price has gone down I am going to load up as much as I can afford as I expect 50p at least shortly after the CEZ deal is confirmed.
Remember CEZ are also talking to potential offtakers.... as investment partners. So the news could be pretty phenomenal.
CEZ has to complete its due diligence by end of March; I expect news before then.
Dvsfm, it’s beyond frustrating, it’s infuriating but hey there’s nothing we can do about it ? That said I remain genuinely Positive and Extremely Optimistic that we will have transformational news very soon.
Right Place - Right Time - Right Now
The Future Is Bright - The Future Is EMH
and yet Lawrence a few sellers help us drift lower, not long to wait for the confirmation, hopefully sooner rather than later and this constant dropping is so frustrating
British Lithium are so behind the curve it is laughable to even mention them
It looks like British Lithium will beat Cinovec to production at this rate , they are only looking to produce 20,000 tpa and they’ve already invested £200 Million into research & development strategies.
https://britishlithium.co.uk
It does however give a clear indication of Our True Value
1.Cinovec is THE LARGEST LITHIUM deposit in Europe,
2.Cinovec is the Fourth LARGEST non-brine deposit in The WORLD.
3.Cinovec is centrally located for European end-users and is well serviced by infrastructure.
4. A GLOBALLY Significant Tin Resource.
5. Significant Hydroxide Results Achieved.
Cinovec is ideally suited to supply the right product at the right time into the growing European battery market.
WHIreland - Fair Value 68p
The average operating cost for the Cinovec Project is $3,435 per tonne of lithium hydroxide after by- product credits. One of the Lowest in this sector.
• Net estimated overall cost of production post credits: $3,435 / tonne LiOH.H2O. ONE OF THE LOWEST IN THIS SECTOR.
• Project Net Present Value (“NPV”) increases 105% to: $1.108B (post tax, 8%)
• Internal Rate of Return (“IRR”) increased 37% to 28.8% (post tax)
• Total Capital Cost: $482.6M
• Annual production of Battery Grade Lithium Hydroxide: 25,267 tonnes (for one shift or 50,000 tpa on 2 shifts, add on another minehead and this starts looking Mind blowing, who knows what amazing results can be achieved?)
• Studies are based on only 9.3% of reported Indicated Mineral Resource and a mine life of 21 years processing an average of 1.68 Mtpa ore
• The process used to produce lithium hydroxide allows for the staging of lithium carbonate and then lithium hydroxide production to minimize capital and startup risk and enables the production of either battery grade lithium hydroxide or carbonate as markets demand.
OK that's great. I wasn't aware of lmax. If it's not an issue, and we do have our own technique, that's obviously good. But perhaps it might be an idea to protect our approach?
We have nothing to do with Lmax anymore.
I thought we rejected LMax because they wanted to much equity we have developed our wn process?????
OK I'll baby feed it to you. Take a look at this tech for processing mica based Li. Do we need it? I thought we had a process... did we patent it if it's the same as one of these?
https://www.lepidico.com/l-max-technology/l-max/
https://www.lepidico.com/l-max-technology/l-max-licensing/
https://www.lepidico.com/l-max-technology/technology/
the graph titled SP of lithium majors in that article doesnt make sense, ALB have never had a lower SP than SQM - or even close?
Try again
https://www.edisongroup.com/edison-explains/lithium-2/
"While the demand side has returned to trend, or even accelerated, the supply side has been unable to react as quickly, threatening to tip the market back into fundamental deficit as early as Q320.""According to Seeking Alpha, this will result in the lithium carbonate price reaching US$12,000/t by the year end and US$13,000/t in 2025, when demand for lithium will reach 1.637Mtpa and the lithium hydroxide price will have reached a premium US$16,500/t."https://www.edisongroup.com/edison-explains/lithium-2/(also note last sentence - take a look at their tech)