Member Info for tomcat-14

bcn have way too much lithium in sonora just for tesla... but tesla are in collaboration with ganfeng already... and ganfeng have the holy grail... so who knows... when the stage 1 pilot plant is complete... everyone will be all over this like a rash...

listen out for the bit where he says...
‘and we are just doing a 100 year mine plan at the moment’... around 5:35mins into the presentation... https://youtu.be/6HWR9olah78 ... 20yrs x 5 = 100yrs...

or put it another way...
you can do the 17.5/35ktpa 20year $1.25bn npv8 project...
five times over...

the $1.25bn npv8 project uses just 820kt of the 4,515kt sonora reserves...
<20% of sonora drilled out reserves...

reserves...
4,515kt lce sonora x $12,000/t lce = $54bn...
500kt lce zinnwald x $12,000/t lce = $6bn...
5,000kt lce total x $12,000/t lce = $60bn...
https://www.bacanoralithium.com/cms/wp-content/uploads/2019/06/The-BCN-Presentation-June-2019.pdf ...

i’m not sure where you’re sat si... but where i’m sitting... it’s $60bn of lithium reserves... $54bn in sonora... $6bn in zinnwald...

you might want a re-think about hydrogen... https://twitter.com/electrekco/status/1138437760455458816?s=21 ...

it’s in the link posted at the start of this thread...

ganfeng lithium regulatory approvals – the company has been advised by ganfeng lithium that it has received all required regulatory approvals for closing the project investment... shareholder vote today...

how...

moore’s law...
a...
a + b...
a + b + c + d...
double about every 2 years...

or just add a stage 3... at 70ktpa...
http://irservices.netbuilder.com/ir/cadence/newsArticle.php?ST=REM&id=1367479 ...

they haven’t stated how much schaeffler are in for... but from page 5 of the may18 presentation... summary of offtakes agreed previously...
https://www.asx.com.au/asxpdf/20180502/pdf/43tqqryqk7v9gh.pdf ...
thyssenkrupp 5,000t...
sky rock 2,500t...
creh 2,000t...
gqd 1,500t...
left up to 4,000t available for schaeffler and a.n.other(s) / spot market...
when it’s gone... it’s gone... or... it’s good to go...
must be close to 100% offtake secured... with a significant portion now going into germany...

that sounds like a win win for both employees and employers... come the rEVolution... —-

wesfarmers are buying kidman for about 70% npv10 of their pfs... zinnwald... now with a dfs and ready to go... you’d think 70% npv8 was a good starter for 10... wouldn’t you?...

next april could see a significant switchover for fleet cars... as uk bik rates for ev’s... falls from 16% to 2%... and free charging for private ‘fuel’ at the workplace... most new company cars from then on... will be electric... rip ice...

anyone got a ballpark yet for the expected ipo valuation for zinnwald lithium... assuming bcn retains the maximum 29.99% of the new entity... npv8 for the project standing at €428m for around 50% of the drilled out resource...

that’s an interesting thought... with only 3-weeks left to go before china secures a stronghold on sonora’s €100bn+ lithium resource... or will dt also make up with china now too...

bogof...

some pointing questions in that interview...