RE: Expected this to be much higher on open10 Jun 2025 01:05
Whats the point of saying there is a link if you are not going to post it?
The only thing pathetic here, is the fact that you've absolutely nothing of substance. The company through their Hedlund site, were clearly trying to ship sulfate at 60% from Australia to Weerside, to be processed into Lithium. For someone that purports to be in the know, you should very well be aware of this. The reason that deal fell through, is because recent advancements allow Spodumene to Hydroxide/Carbonate on site through colocated units, and there are a number of majors that are advancing this technology.
Analysts can project whatever they want, the reality is that 20,000$ hydroxide is a pipe dream, for a number of reasons. SMB systems now take concentrations for DLE all the way down to 50 mg/L, and that opens up a whole slew of new projects hitting the market and being economical. And then there's DLP, essentially negating any need to ship anything anywhere and paying a 5000$ markup for it, when it can be done on site by projects who then sell this battery grade ready product directly to oem's essentially negating Alkemy's business model.
20,000$ hydroxide is laughable! If you think investment banks make sound decisions, you'd be in for a rude awakening. When you're running opm, you don't really give a sh*t except for your management fee. Alkemy's project makes no sense at all, their projections are totally out of whack, LiOH is 8000$s, they are projecting 20,000$s??? Doesn't that concern you? Well, it would if you weren't so bent on the party line. Ignorance is a self imposed misfortune.
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