Ann: LPD: Lepidico strategic alliance with Galaxy Resources, page-168

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Stewart18

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14/10/17

15:05

Post #: 27905805
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Originally posted by Thesi ↑

What’s ‘L-Max’ all about?

L-Max is a zero energy footprint process for recovering lithium from micas. Ironically micas are the most abundant lithium mineral but are discarded largely due to the high energy cost associated with more conventional processing techniques. If you can remove the energy from the equation, all of a sudden things that have been perceived to be waste in the past, become ore. Not only is it about low-cost, but also about by-product credits and spreading risk. L-Max does all of that for you. It creates a situation where you have the advantages of:

Available waste materials to process (no mining cost)

Low energy consumption giving low operating costs

Very significant by-product credits in the form of potassium, silicon and aluminium chemicals, and

Expanding market with projected supply gaps

Expand

Hi Thesi,
I try to stimulate the profit that can be generated on the current MC waste by utilizing L-max as follow:
MC is producing 160,000tpa of spod with 61% production yield rate, assume 2018 spod price at 1,000 usd/ton and operating cost at 300 usd/ton, annual profit from MC spod is 160,000 x 700 = 112mio usd.
MC waste which i assume is 100%-61%= 39% which content 160,000 x39/61= 102,295 tpa spod equivalent. I assume 8 spod to 1 LCE and 2018 LCE price around 25,000 usd/ton, and the operating cost of L-max to be covered by the byproduct such as sodium silicate, potash, etc.
L-max on MC waste will generate profit of 102,295/8 x 25,000 = 319mio usd!!! This nearly 3x of MC profit!!!
Is this right?
GXY Price at posting: $3.30 Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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