Member Info for r7632

https://youtu.be/YuCK1SJG5gc

Lithium Carbonate above 13,000 lithium, hydroxide 16,000 per tonne.

Anyone know why BCN shouldn't go for Hydroxide production. I know it's ultimately down to Ganfeng and Hanwa. But...

The FT wants a subscription to read.

https://www.google.com/amp/s/www.bbc.com/news/amp/uk-england-tyne-56711116

https://youtu.be/qk2GcRqP9v4

Jinlee clay resource mentioned. More clay.

https://www.bnamericas.com/en/news/bacanora-lithium-project-unlikely-to-be-hit-by-mexico-nationalization

Lucyw

What SFO believe or not is Irrelevant.

What matters is proof - without doubt.

Also some of their use of proof has been shown to be inadmissible. Something along the lines of demanding records from Foreign Countries/Companies.

Also why is SFO trying to police the World? And apportion blame back to UK companies.

Everyone states Solid state batteries are 5 to 10 years away from mainstream. There are cost of production issues, charge cycle issues etc.Then you are looking at years to build Solids State factory. Then the volume production ramp.

But Tesla is planning to churn out 4860 like a bottling plant. Very high volume, low cost, high battery charge cycles. Just not as quick charging or high density. But use a current Tesla and they are fine. With the 4860 they will be even better.

From BCN perspective they still use lithium so demand is still going to rise.

From I've read using spare electricity to hydrogen and ty hen fuel cell back to electricity is possible but nowhere near as efficient as storing in some battery. Whether lithium base do or not.

Now where road transport is concerned nothing can beat lithium based batteries. Weight and volume - Energy density matters.

an investment of 800 million dollars is expected in the next three years and 2 billion in total for the entire decade.

News to me - but good for share owners if it turns out to be true.

https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/five-basic-facts-about-lithium/?mqsc=E4129342

So 9 months . I hope. Still from the disclosed plan the actual build phase should be starting around then. That is I think access roads and site leveling should be complete.

If it was Benchmark Mineral Intelligence, VSA Capital , Mining.com. etc I would follow the link.

Likewise Telegraph. You get paragraph or so.

And the guardian is .. well...

Also I don't generally click on links to the Telegraph or Guardian or Times. Times don't let you read unless subscribed.

Pendant

A. No problem either way
B. What's the rush. They have enough money already to build mine. The Chinese won't back out of this - They have a good deal on a good project.

I think I'd like confirmation that Stage one is now 20k tpa.

Otherwise we are just waiting on preparatory works for the physical mine buildings later in the year. Access Roads, levelling and prep of site for building. Gas storage , Electricity supply.

Isn't lithium I light metal

I think there are some preparatory work to level ground and store vegetation over the next six months. Plus upgrading roads for Heavy Machinery. Not expecting any thing spectacular on SP, may be back to 68p. But thereafter I think they start building the Mine towards the end of the year. But external factors like Lithium Price rise. Toyota announcing they changed their mind and are going electric could give impetus to the SP.

Still long term will be ok.

I think I'd put money in Tesla as that's up 11 times already ,and if FSD ever works the game is over for many main stream manufacturers. Also they are a lot quicker at building Factories than Miners are at building Mines.

Voltswagen Engine plant. Thought they were going to be an electric car company in the future.