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Re: TradingCharts post# 3056

Sunday, 10/24/2021 10:28:37 PM

Sunday, October 24, 2021 10:28:37 PM

Post# of 6920
Surplus, no not in the short term. I think by the end of the decade production will start to catch up to demand, thanks to scalability of modular units. And I also think the capex for a 20k tonne project using IBAT will be under $150million. It’s all over IBATs and ensorcias website saying less than half the cost of traditional sources. Lake is looking for $550 million and e3 looking for $600million. I know who i would finance first…IMO