E3 Lithium Ltd V.ETL

Li closed 2day @ $14k....

[My19sixyNineZ]

Re-think these #'s & that others have used $25k - $30k.

Also usually over looked is the all-in costs comparisons.
E3 showing only $75m yr Opx

Even if add say....$100m for Opx 3rd party DLE liscense, other than hopefully for only few yrs, it's still around a 25% IRR.

Then an inflation bump on the $600m Capx of .... $100 -$$200m ??? Of course good thing is that can be parsed out over time. Don't forget possibly also lease to own to electrical sources. Big reduction on up-front PFS Capx

But use $14k....All-in & NPV 8%.

I Split it to 25% IRR if 3rd DLE is around $100m cost.
Maybe that's high given the # of options, but hopefully also tested for co-products, etc... Could be a huge margin factor.

Shall see......

https://www.newswire.ca/news-releases/e3-metals-announces-positive-preliminary-economic-assessment-results-for-its-clearwater-lithium-project-881060593.html

[My19sixyNineZ]

There's plenty of DLE avenues & alot will continue to improve. What we need is a great LHM agreement. That is waste, reagents, hazardous stuff, etc...etc.. Piedmont said in December, in a few yrs, the US alone needs 700k tpa LHM. Since then even, more battery plants have been announced. Zero LHM is made here. The ones planning to from clay, do not even scratch the projected TPA need

[Millar]

Or DLE from  ILiAD TECHNOLOGIES

[My19sixyNineZ]

Yea, i don't have uh clue. Once i saw DLE techs being bought for like $30/$40m, i didn't really follow. Besides....whoever it is, they'll just be getting paid for maybe 3-5 yrs i guess....lol Wanna see some co-products & LHM vendor info. : ) Shall see....