RE:RE:RE:RE:Lithium Supply & Markets 2021, September 20-22, 2021 BigBangOrigins wrote: 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!
Yes, I agree, DFS expected to be stellar. NLC, actually, do not need improvements just confirmation of their PFS fundamentals. Let's not forget that Li price assumption was 11.5K, which is crisis level of pricing.
NLC may agree with conservative figures, like OPEX, just to accelerate the process. Management value speed over smaller issues seeing them as distractions. Later NLC can improve processes to reduce chemicals due to reserve purity, which will improve OPEX. NLC will keep unfolding its value over long period of time. That is why I was and continue to be long with NLC.
The marketing is very important now. Even without competitive bidding NLC needs to keep s/p high enough. If during financing phase it would be agreed that 100M should be an equity financing, difference between $3/share and $6 is the difference between 25% and 12% dilution.