Nemaska Lithium Inc NMKEF

RE:Increased Production....

[mick1888]

Phew....you just don't give up CanadaC, when there is any positive view on this project you just can't help yourself, you just gota counter with a negative.... :-)
The main point is that phase 3 is part of the future and is part of the overall growth plan of this company, and is part of the reason investors (like Pallinghurst) see a good investment..... ;-)

CanadaCoin wrote: Mick, I think I found your 'mis-understanding' and/or 'mis-interpretation'! Or at least I am going to give you the benefit fo the doubt. 

In the same Page 406 Cash Flow Statement, NMX is indeed showing some Lithium concentrate purchases for the production of Hydroxide.

BUT these concentrate purchases to increase production over the 'name plate' 37,000 tonnes/annum only take place in the year 2031. 

AND, the Hydroxide production only increases by 2,220 tonnes/annum! For a total of 39,000 tonnes/annum, for the balance of the 27 year operation. Nowhere close to your projected 57,000 tonnes of production. Sorry Mick! I have to assume that the Shawinigan plant was indeed sized to suit an increased production, but only by 5%.

But on the upside, you can add about $0.04/share to your 10 year target. :-)