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Piedmont Lithium Inc PLL

Alternate Symbol(s):  PLLTL

Piedmont Lithium, Inc. is engaged in developing a multi-asset, integrated lithium business. It supplies lithium hydroxide to electric vehicles and battery manufacturing supply chains in North America. Its projects include its Carolina Lithium and Tennessee Lithium projects in the United States. Tennessee Lithium is a proposed merchant lithium hydroxide manufacturing plant in McMinn County, Tennessee. Carolina Lithium is a proposed, fully integrated spodumene concentrate-to-lithium hydroxide project in Gaston County, North Carolina. Its project portfolio includes strategic investments in lithium assets in Quebec, Canada and Ghana, West Africa. Carolina Lithium is located within a resource in the Carolina Tin-Spodumene Belt and is being designed as a fully integrated project with mining, spodumene concentrate production, and lithium hydroxide manufacturing on a single site in Gaston County, North Carolina. It is also engaged in permitting activities with state and local representatives.


NDAQ:PLL - Post by User

Post by MaterialsManon Jan 28, 2023 10:56am
404 Views
Post# 35251809

Four hundred % mark up ?

Four hundred % mark up ?Tried to fgure out what kind of profit Piedmont can make when they start producing Lithium Carbonate
(LCE) from the concentrate to be purchased from SYA. There is some guesswork invoved, but, based on looking into what it costs vs. what it sells for,  I think  we could be looking at a 400% or more increase over what they will be paying SYA for tthe Lithium Concentrate plus production costs. I believe that it will be costing Piedmont about 3 to 5 grand to puchase (based on a contract agreed to before LC went to the moon) the required 5 or 6 tons of LC necessary to produce one ton of LCE based on the current price of about 60 thousand. The gueeswork comes when estimating what it will cost to produce a ton of refined product. I plugged in ten thousand per ton which I suspect may be over. If there is economy of scale involved, then the profit margins could be higher. If my production estimate is off, so be it, but they will still be taking in about a 1,000 % over what will be paying for the concentrate. This may end up looking pretty good for Piedmont investors.
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