INTERESTING STUFFJust read a detailed report ( 1/2 ) on FMC + LIVENT.
FMC as most know is located on Hombre SALAR, with it's Felix lithium operation.
Company divided = formed = Livent.
Wants to ramp up operations to meet a 2025/ year OUT PUT OF...
55/T / LITHIUM HYDROXIDE
50/T / LITHIUM CARBONATE
COMPARE TWO MAPS OF HOMBRE SALAR...
ca.proactiveinvestors.com/upload/CKEditor/John/galan1.jpg
www.streetwisereports.com/images/article_images/Epstein2-27-19/epstein%204.png
DO TAKE NOTE OF, LIVENTS ( RED ) CLAIMS BOUNDARY.
Does anyone else find it odd that Portofino's claims appear in same boundary as, LIVENTS ?
Which begs the question....does portofino's claims come from LIVENTS ?
Are we adopted ? ( lol )
If not and Portofino's claims are independent....Then, fine.
BUT,BUT,BUT...
If Portofino's claims are apart of LIVENTS/FMC's...
Then...isn't Livent/FMC wanting to expand thier Fenix operations to meet a 2025/out put ?
Would it not make sense to, assist or help advance Portofino's ?
Galen Lithium, has now squeezed in. ( AUSSIE )
And...if they attract another outsider, other than FMC, then...
It would mean all the more lithium extracted from the Hombre, and that would mean
the opportunity to increase production @ FMC's Fenix site would lose out.
It would make perfect sense for FMC or LIVENT to expedite a solution that could increase
thier productions near an existing operation such as, Fenix...to facilitate a cheaper source of
feed supply, than...begin an entirely new project elsewhere.
Right ?
So...what's up with FMC or LIVENT ?
Who the heck is running the SHOW ?
Doesn't sound like they know how to expand to capture all the more contracts.
Seems this spawning a new division called LIVENT has put a crimp in the road.
To think...Livent had a contract with Nemaska...
Most know what happened to Nemaska...
Which is every reason for Livent to seek elsewhere to make up for the short ( lithium supply )
The obvious would be to begin tapping more holes on Hombre and pull - out all the more lithium
Before an outsider success, Galen does...which then creates a competition to, FMC or LIVENT.
SIMPLE BRINE PROCESSING PLANT IS NEEDED.
LOSE THE OLD SCHOOL METHOD OF, SUN EVAPORATION.
TAP MORE HOLES...AND BEGIN PROCESSING MORE LITHIUM.
I also came across....PLUSPETRO, in the LIVENT REPORT.
Seems FMC buys natural gas off of, PLUSPETRO.
And...FMC not long ago, installed a really long gas line to feed thier Felix operations.
Interesting....the time stamp of when this happened.
Anyways....
Would be nice to really know who has what who owns what, on the Hombre.
FMC, LIVENT...Hmmmmm.
Doesn't sound like - they're go getters - too LAXED.
If you want to compete in the lithium industry.
Ya had better, have a plan.
Which means...opening up more doors inwhich lithium can cater to.
Other than, just battery metals....
Yes...FMC does cater to other lithium markets...
But...there's a few more they could tap into.
If it were me ?
The Hombre would have seen a few more holes.
No LIVENT.
BUT RATHER....place those monies into PLANT EXTRACTION.
INCREASE THE LITHIUM OUT-PUT....GAINING MORE % SUPPLY/DELIVERY - CONTROL
HONESTLY....WHAT HAS LIVENT ACCOMPLISHED SINCE - IPO ?
TIME TO REVAMP....FMC.
FIRST MOVES GETS THE = PRIZE.