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Yeah but AVZ's resource being economic is very arguable considering the infrastructure issues and the spot price they assumed in the SS. They can assume $xxx transport costs but feasibly being able to transport individual bags of product across water and a train in a different country that doesnt run everyday exclusively for them is a different beast.'
Absolute rubbish, you've completely underestimated the grand prize. AVZ's monster (world's largest and growing) resource is EXTREMELY economic to the point where the argument as to whether it is feasible or not i.e. under all reasonable forecasted scenarios, is well and truly beyond doubt. Even at $600 p/t spod prices (35% below what AVZ have forecasted in their SS) Roche Dure is one mammoth cash cow waiting to be exploited to its full potential, particularly once you factor in the very valuable tin credits - which the SS has not included.
Furthermore, your argument that transport costs could make the project uneconomic / not feasible is also jargon at best. Do you understand that due to the freak of nature they call Manono aka the
'Escondida of Lithium', the DRC has in turn been dubbed the
'Saudi Arabia of Lithium' and will almost instantly become a major supplier to the fast growing Lithium market (thanks solely to AVZ).
There is literally billions of revenue at stake for the DRC government and it's people, and so transport options and other infrastructure is just a formality for the company and the government (with the help of Chinese / foreign investment) to determine and work through together. I repeat: location, transport and infrastructure is NOT a deal breaker as far as feasibility and economics of Manono are concerned. There are proposed solutions for every hurdle and in the space of 12 months Manono (starting with Roche Dure) has become far too valuable for the DRC government and global producers of lithium products eg. major EV battery producers etc. to ignore.
GLTA
Cheers
Elpha
