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Strategies & Market Trends : Ride the Tiger with CD
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To: Boolish who wrote (208144)12/21/2011 3:23:55 PM
From: Claude Cormier  Read Replies (2) of 312967
 
Indeed looks like closest to production. And this will be probably be an advantage in the next few years.

But I find its NPV to be not high enough and cost to be a bit too high

Price will come down in coming years with coming additional supply so I prefer to look at those with a cost at $1000-$1500 per ton of lithium carbonate.

This doesn't mean that CLQ will not make money for its shareholders.

My opinion. Could be wrong.
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