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$1bn bacanora… for the 1st stage… must be a big one then…

as long as they establish a battery gigafactory in sonora by the sounds of it…

who said that…

and much more likely… now that we have a capable jv partner running the show…

a little… but the longer we’re involved… the higher it’s value… i’m more than happy to see it out to production… where the real money will be made… it’s been my preference since day 1…

it does explain a few of the reasons why and what for… not sure peoples assumptions than ganfeng will move on kdnc next is valid now though… we’re there for a reason…

is that 5 solar plants… along the lines of one for each mine/lithium plants…

five solar generation plants… that sounds like they are looking at a solar scheme to supply electricity… or support the utility electricity supply… to supply the sonora lithium mine/plant… wow… wonder if that’s a tesla pv generation plant and a big bess… x5… the reference to an integrated relationship with the states… sounds like vertical integration is underway… in more aspects than i originally anticipated anyway…

24aug a$4.39…

great… thanks for that daz… i’ll pop that on the thread…

they couldn’t wait i don’t think… had to go with what they’re doing now… but it will come…

i believe tesla are collaborating with guess who… ganfeng… on solid state technology… who’d have thought hey… coincidence… or is sonora lithium the best ingredient… ;)

the holy grail… nice ramp bannor… not like you… did you bump your head…

regardless… i think you’ll find that these bess batteries are lithium…

as tesla demonstrate the benefits of bess alongside green renewable energy… i imagine every new factory on the planet will have one… and every existing factory will want one… mines too…

sonora lithium total production costs $4,000/t…
mexilit (kdnc) 0.8391mt drilled out reserves…
@ $1,999.99/t = $1.678bn… and they still come in under budget… lol… even 10% of that would make a few peoples day here…

could also incentivise ford or tesla to make their move… if either want unlimited lohm for about $6,000/t…

but regardless… there’s a big incentive that i’m sure sonora can tap into… one way or another…

if that’s the loophole… it’s not much of a shift away from the dominance of china…

i’d guess we fit the bill…