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hanwa’s off take with bcn for up to 100% stage 1 and stage 2 from the la ventana project…
https://www.sedar.com/GetFile.do?lang=EN&docClass=14&issuerNo=00027876&issuerType=03&projectNo=02612148&docId=4093157 …
and yes… that’s $1.5bn npv @$11,000/t lce… for our 30% mexilit jv… if tesla paid us that for it… they’d be laughing all the way to the bank… if they paid us a fraction of it… they’d be wetting themselves…
$6,500/t lce isn’t so comical i don’t think… it’s outdated for the mexilit npv most definitely… and it’s well gone never to be seen again yes… there’s only one way that tesla will ever see lce prices like that again from sonora…
have you compared that scoping study with la ventana… like for like… @$11,000/t lce…
la ventana…
a 17.5/35ktpa $1.23bn npv project…
mexilit…
a 35/70ktpa $5bn npv scalable project…
mexilit is 4x the npv than la ventana… and if you consolidate sonora on that basis 24% is kdnc…
but we can guess…
https://bacanoralithium.com/sonora_lithium_project/default.aspx …
but seriously… why though… there’s not a lot of time between now and next wednesday to be worrying about reaching out to anyone who’s missing the bow… and there’s about 173m shareholders regardless of the sp… when it comes it comes… can’t see tesla’s masterplan involving 8years planning how to go about stealing kdnc’s jv lithium concessions for nothing… i could be wrong and roger could be right… but what’s £173m compared to the street value and savings they’re about to realise if they do vertically integrate our jv’s… they have a $6,000/t lce budget…
didn’t you know that… or… didn’t you believe that… you couldn’t point to the lithium exploitation this interest in sonora is due to could you… just incase i’m standing on the wrong hill… ///
https://electrek.co/2023/02/21/tesla-signs-deal-interesting-new-battery-technology-company-magnis/ …
a monopoly… haven’t considered that as being one of ganfeng’s and it’s lithium supply chain investors conditions before… thanks bannor… suppose it depends how big a scale they’re looking at scaling it up… watch this space…