Fantastic insightful interview covering industry structure, short-long term, industry cost structure evolution, with a well balanced grounded executive- who’s already got runs on the board big time!
Great work typical of the low key presentations from Rockstock. Bit disappointed with the time it will take to construct and bring up to speed the Lithium Sulphate mid stream upgrade, but everything takes longer than you expect. If the process works then a huge new standard in product specifications possible. If I was operating a lithium hydroxide refinery then I would want this product over Spodumene. Tell me why Albemarle wants to purchase LTR, set up an underground mine, spend $1 billion, to start production in 2025, when as an alternative PLS could be purchased?
Very even keeled character is Dale - enjoyed listening to his thoughts he shared - and discovering the others he held back 😉
Thanks
Fantastic insightful interview covering industry structure, short-long term, industry cost structure evolution, with a well balanced grounded executive- who’s already got runs on the board big time!
Awesome video
Thanks Pete
Brilliant. Now i'll watch the Patreon version. Hadnt gotten to it.
Thanks
great video. would hate to play poker against this guy but happy that he is taking good care of a good chunk of my retirement fund
Haha
Great video. Asked all the questions.
Thanks
Great work typical of the low key presentations from Rockstock. Bit disappointed with the time it will take to construct and bring up to speed the Lithium Sulphate mid stream upgrade, but everything takes longer than you expect. If the process works then a huge new standard in product specifications possible. If I was operating a lithium hydroxide refinery then I would want this product over Spodumene. Tell me why Albemarle wants to purchase LTR, set up an underground mine, spend $1 billion, to start production in 2025, when as an alternative PLS could be purchased?
Thanks!