Bacanora vs LAC
Just wanted to throw this in so that other may comment.
LAC are talking about a game changer process (not owned by LAC) that will enable POSCO (owns the process) to deliver, not with this next test facility, but with the next step facility 10,000 tons/year battery grade lithium carbonate. Don't know the cost of production, but I think is around the same a for Bacanora's process. LAC shares are around $0,36 Cdn
Bacanora is talking about a production, using its own patented process, by 2017, of 35,000 tons/year battery grade lithium carbonate at a cost of less than $2,000 ton for 20 years BCN shares are around $1,30 currently.
Since neither has begun producing, or supplying for production in the case of LAC, it is hard to bet on one process or the other. But it does seem to damper a little bit the "game changer"
theory in my opinion.
Orocobre are talking about a 2014 initial production level of 17,500 tons/year.