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    Santhosh Seshadri

    Research Analyst at HSBC

    Santhosh Seshadri is an Analyst for Global Fertilizers and Agribusiness at HSBC in London, specializing in equity research for leading companies in the agriculture and natural resources sectors. He covers firms including CF Industries and Lithium Americas, regularly issuing price targets and ratings, with performance feedback tracked on platforms such as TipRanks and Benzinga. Seshadri began his analyst career at CRISIL before joining HSBC in 2016, accumulating over 8 years of research experience at the firm. He is recognized for his analytical rigor in evaluating global fertilizer and agribusiness equities, although specific securities licenses and FINRA registrations are not publicly listed.

    Santhosh Seshadri's questions to LAAC leadership

    Santhosh Seshadri's questions to LAAC leadership • Q2 2024

    Question

    Inquired about the expected impact on operating costs from achieving battery-grade specifications and whether offtake partner Ganfeng is fulfilling its purchase commitments in the current market.

    Answer

    The company stated that achieving battery-grade quality will have an immaterial impact on overall costs, and the incremental cost will be much lower than the current price discount. They also confirmed that Ganfeng is fulfilling its offtake commitments and taking all available product.

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    Santhosh Seshadri's questions to LAAC leadership • Q4 2023

    Question

    Asked for a timeline to achieve battery-grade production and inquired about the pricing discount applied to their technical-grade product sold to their partner, Ganfeng.

    Answer

    The priority is increasing production volume, which is expected to naturally improve quality towards the plant's battery-grade design by year-end. The current pricing is based on a benchmark battery-grade price, with a discount applied for quality and further processing costs, which is expected to decrease as quality improves.

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