OTCQX:NTTHF - Post by User
Comment by
BigBangOriginson Sep 07, 2021 11:38pm
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Post# 33823508
RE:RE:RE:Lithium Supply & Markets 2021, September 20-22, 2021
RE:RE:RE:Lithium Supply & Markets 2021, September 20-22, 2021 I'm with you Greek. The Gold sponsorship is a sign of confidence and to draw attention of the big sharks to the 3Q project.
Here are my spculations on the DFS - lower OpEx, lower CapEx per tonne of LiCO, higher LiCO pricing schedule AND higher production capacity (say 40ktpa??). All in all, I can see the NAV more than doubling if all four factors are true in the DFS.
As a long shareholder since 2017, I am confident NLC will improve on all the above factors in the next 5 years, especially on the production side. For now, I think at the very least the DFS will show improvements in the OpEx, CapEx and LiCO pricing schedule.
They need to continue to spend on marketing initiative to drive more interest from strategic partners to create competitive bidding tension with CATL.
The EV and lithium market is just starting to pick up steam. I'm extremely excited for the next 6 months.
Good luck longs!