AVZ 0.00% 18.5¢ avz minerals limited

CATL makes its entry via Lithium Plus Pty Ltd?, page-269

  1. 914 Posts.
    lightbulb Created with Sketch. 424
    It's 2Mt of mined ore but converted that's 440kt of spodumene concentrate. $430 USD opex implied before tin credits. Using 8horse's numbers. Just checked though - 430 seems a 20% premium over scoping study's original opex estimates, and 45% premium over the updated scoping study estimates. Allows for a good margin of error, which may be wise to do given scoping study numbers are very approximate and a solid transport study has not been released.
 
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