My posts are garbage are they, what would you describe your post as?
You claim to talk to employees from both AJM PLS and A40, even though the projects are some 1500km away from each other.
Thats about the same distance as Melbourne to Brisbane, but you know all the contractors employees and suppliers, all of them right? thats quite an impressive claim and they told you what exactly? PLS has the best plant??????
Can you please give us more information on what makes "the best plant"?
Do you know that the plants are different due to recovery processes for A40 and AJM/PLS being different due to difference in the spoduemene crystals and impurities at the different projects.
Does any of that factor into "the best plant" award winner??
Just wondering how do you compare plant A to plant B whats the criteria?? paint job?
You say AJM is more economical due to strip ratio right? whats AJM all in sustaining price? much like sales prices it's not been released wonder why?
Do you feel like there are any other factors that go into determining production costs??
Like say I dunno the actual process of producing the concentrate??
Have alittle squizz here at the difference between A40 producing 6% concentrate and what AJM have to do to produce 6% concentrate.
Do you see a small difference at all? in the 50 more pieces they have running, you know all those pieces they require something called energy to run.
There is also a thing called impurities and desirability, the less impurities and the larger the crystal size the more desirable the product is and the higher price the offtakers will pay.
It's a tough lesson thats being taught right now that there are alot of factors that go into a lithium operation, all I ever hear is strip strip strip, yes A40 has higher strip OMG I know call the wambulance.
We also have just about the most pure tantalum on the planet and the highest quality concentrate besides greenbushes the world has seen, which is why we get high pricing which offsets the strip cost 2x over.
A40 Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held