回复@阳光下的秘密: share of loss of the Caucharí-Olaroz project of $12.0 million in Q1 2024 versus $2.2 million loss in Q1 2023.The Company’s share of loss of the Caucharí-Olaroz project of $12.0 million in Q1 2024 mostly consists of$10.9 million effect of elimination of the Company’s portion of capitalized intercompany interest on loans provided by the Company and Ganfeng to fund the project;
查看图片//@阳光下的秘密:回复@东方新能:[已修改]$Lithium Americas(LAAC)$ 其实没啥投资价值，每年控股公司层面的费用（包括勘探行政和利息）太高，每年从co拿到的投资收益可能还不一定能完全抵消这些。如果每年能从co拿到2万吨*3万净利=6亿利润，但有可能一年上市公司的费用就要五千万以上美金，帐算不过来，西方人的成本实在是太高了，$赣锋锂业(SZ002460)$ 只收项目不收公司是合理的