GREY:NMKEF - Post by User
Comment by
Steamoon Mar 13, 2017 12:31pm
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Post# 25971589
RE:RE:NMX tweet from Joe
RE:RE:NMX tweet from JoeI don't think that's what Joe is saying. I think he's saying that if NMX can scale up their hydroxide production, they will want to sell more of the lucrative hydroxide rather than ramp up their carbonate production. Implying I guess that FMC can't count on NMX to deliver the full amount of carbonate that they are seeking.
I don't know if that if that is case or not. But based on previous comments from him I believe Joe is being critical of FMC here, not NMX. He's a fan of NMX as far as I can tell.
electriqueman wrote: Si je comprends bien son tweet, il pense que le deal de NMX avec FMC n'est pas encore faisable car NMX a
planifier faire seulement 3250 T/an de carbonate alors que le deal demande 8 000T/an.... alors c'est la raison
pour laquelle il dit que NMX doit d'abord augmenter la production (scale up)...