Comment by
biscoman on Nov 09, 2021 5:43pm
This Latest Chart shows Lithium Hydroxide price at $29k/ton. The E3 website page "Assets" shows calculations based on $14k/ton. If I liked them at 14k, gotta love them at 29k.
Comment by
Yajne on Nov 09, 2021 7:06pm
Absolutely biscoman, and with an opex of $3.6k/ton, that's a seriously healthy 85+% margin! E3's low opex will ensure they remain competitive/profitable, even if LiOH prices drop in the future, although highly unlikely in the next decade or two with ever increasing demand. IMO, E3 could become a very attractive JV or take-over target soon, before they go into field production.
Comment by
whateveryousay on Nov 09, 2021 8:50pm
Lots of competition in the lithium space I hold a few miners but my largest holding overall is ETMC.No risk no reward.
Comment by
ratpoysen on Nov 12, 2021 1:07pm
Na, the opex will be more like $15-20k/ton... just you wait and see. Cost to produce and process the brine is grossly underestimated. Brine flow rates are wildly overestimated and highly exagerated. Just my expert experienced opinion.
Comment by
Yajne on Nov 12, 2021 2:23pm
Ya just had to know that bashing 'rats' would show up again sooner or later, starting with 'rat poison', a self proclaimed 'experienced expert'. IMO it's always a sign that more good news is just around the corner when a few bashers suddenly arrive in attempt to create some FUD!
Comment by
diamondlessnono on Nov 13, 2021 12:24am
So qtrade don't know? We will see.