Member Info for tomcat-14

i have a hunch…

is that the 1st time they’ve dispatched soy from pier 2… better logistics for when we ramp up the dev ore shipments maybe…

who’s that for in pier 2 just now… leni… is that one of ours…

there’s also the pfs… on time on budget… the 1st proper dev/kdnc ore shipment… might not be the only thing completing this month…

no longer inside you say… could be that he’s just about to go inside on something…

yep… that’s half his 2022 isa allowance… ;)

thanks ev… just the one…

i’m guessing that if we’re still intending to complete the 1st shipment by the end of this month… since recommencing dev ore shipments… our next ship will be en-route by now…

perfect storm…

most significant from tesla’s point of view is… we’ve only gone and farmed in the worlds #1 lithium producer as our sonora lithium 70% jv partner… lol…

what’s changed since tesla had us under their conditional contract back in august 2015… to supply them with lithium hydroxide monohydrate (minimum 56.5% lithium hydroxide/maximum 0.2% carbon dioxide)… other than a price hike that’s more than 15bagged from $5/kg to $78/kg…

scale is key…

twwabwf… isn’t it… not sure if ‘or’ is the right word… it’s big enough… and scalable enough… for them all… ;)

my hunch is that the price dynamics are now equal or better than what is in the jrp… why else would we re-commence shipping again now… the amount that the stockpiles will be contributing towards the jrp rehabilitation costs is reported in some of the corporate presentations…

now that’s out of the way… hopefully we will see cdsa keep their docking schedules more up to date and transparent…
https://www.lse.co.uk/rns/KDNC/commencement-of-shipment-of-iron-ore-from-amapa-p433rfeapjmi1ah.html …

i’m not sure… but i do know there’s about 57% lioh in ganfeng’s lohm…

http://www.ganfenglithium.com/pro2_detail_en/id/5.html …

do you mean that when ganfeng stated that they are producing 70ktpa of lithium hydroxide… they actually mean that the are only producing 40ktpa of lithium hydroxide…

isn’t it…
1t of lithium carbonate = 1t of lce…
1t of lithium hydroxide = 1.544t of lce…
1t of lithium carbonate = 0.648t of lioh…
17.5ktpa lce = 11.34ktpa lioh…
50ktpa lioh = 77.2ktpa lce…

what conversion factor are you using there ob… lce : lioh…

ganfeng’s massively increased stage 1 plans to 50ktpa of lithium hydroxide…
?bcn’s stage 1 plan was for 17.5ktpa of lithium carbonate…
?i’m not sure i fully understand the significance of this… ?
bcn were mining 820kt lce of the 8.8mt contained resources in their feasibility study plan…
what is that likely to go up to with ganfeng’s new plans…