Member Info for tomcat-14

morning bannor… how’s the spread looking this morning… we’re still creeping up by the looks of things… ever so slowly…

;)

that they then sell back to the owner… for further processing… working alongside ganfeng to produce battery grade lithium products…

mining… beneficiation… extraction…
there’s a possibility that they could divi it up by sectioning out the three main activities of the flow sheet… mexico already having a majority interests in the mining of the lithium… from royalties and taxes… litiomx could be the nationalised lithium mining company… responsible for mining 100% mexican lithium…

getting more and more intriguing… how it works… consolidating 8.8mt lce into a mexican state owned company… which we have jv interests in 1.48mt of that lithium… solve the conundrum anyone…

how much more successful do you think they could be selling amapa to the market as a separate entity on it’s own… when they’re unable to realise it’s value now… when you get sonora etc all thrown in with your buy… seemingly for free…

i don’t think that’s a coincidence either…

well yes… that’s just one project… using less than 30% of our drilled out resource…
1.4mt x 30% = 0.42mt / 1.48mt = 28%…

would seem so… excellent foresight… ;)
they would probably have used mexilit… if it was available…

apologies… repost below with the obvious error correction… (missed three naughts off ,000)…

quick math on our kdnc scoping study…
70ktpa x 20yr lom = 1.4mt lce x $2k/t = $2.8bn x 30% = $840m… to spend on a shovel ready mine… cheap at half the price… when you consider how much more they get with it…

that will need megalit… ;)

you’d expect eib to secure exports as part of their funding offer too wouldn’t you… and the other past which includes upgrading the port to support the increase exports… shows mexico are thinking bigger than just their domestic consumption… what about the uk… and the reference to tesla earlier… applies to all car manufacturers… if they are to stay competitive…

quick math on our kdnc scoping study…
70ktpa x 20yr lom = 1.4mt lce x $2k/t = $2.8bn x 30% = $840,000… to spend on a shovel ready mine… cheap at half the price… when you consider how much more they get with it…

i think you’ll find that this is based on bcn’s dfs and flow sheets etc… for the sonora lithium project… $4,000/t all inclusive cost to produce… tesla have a budget of $6,000/t… so well within their ev cost profile if they did vertically integrate sonora… on the back of the funding from the us…

lac and/or tesla would be my most likely us candidates… they could be using litiomx to consolidate it all…

how much profit are we making shipping 3rd party ore anyway…

yep… seems you can pick a word or two out of any quotes and make it say anything you want…

it gives them the power to do that… but it doesn’t give them the rights to do it without our knowledge… 1st rights of refusal… drag and tag…

out of context…

the reference to bacanora canada seems to be from another era too… they re-domiciled to the uk…