GREY:NMKEF - Post by User
Post by
hyacon Oct 14, 2017 7:16am
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Post# 26813193
Question
QuestionI saw in the annual report that they are planning to increase the production of the factory wich is nice to see but they also plan to increase the production of carbonate (50%), wich I like a little less. What I like about Nemaska was that they were able to produce hydroxide (premium product) for less. Now, it will cost more to produce carbonate and the price they will get for it is lower. Does someone know exactly why they do that (I know they have deals with FMF and Johnson Matthey)? Is it because the car producer didn't switch to hydroxide technology yet (except Tesla)? In year 2, 3, 4 ..., are they planning to increase the hydroxide production? Maybe Anon2015 has a clue? Thanks.