lpd share price, page-1348

Yes there’s been lots of changes but now we’re going to zero in on our P1 with our FS, a few more weekends away. What’s exciting about this FS is it incorporates all the changes that have rapidly evolved including lohmax . LPD has always touted a zero cost of lithium production including byproducts. The FS will update those with most recent pricing of all input and output. It might not be a nil C1 costs as we gave up sodium sulphate. However remember we will save lots of money, US$10m (AUD14 million) in Capex? And there will be significant Opex savings as well? Which led Edison to quickly upgrade LPD to 7.27 cents?

So this is my guess - any revenue from by products given up could be more than offset by the savings elsewhere resulting to a negative c1 cost. Or at least match the previous PFS bottom line. Thoughts otherwise?

And this will be released when Gxy, ajm, a40 and pls are currently all facing ramp up costs and subdued spodumene prices (at least in the current period).

So, I think (and I could be wrong) that re-affirming a usd$10k - usd12k profit per tonne of LPD will have a sudden impact to the SP and will start the deals that JW has been chasing in a series of presentations at conferences in the last 2 years. The sector players would have been aware of LPD’s unique position. But no one has paid serious attention until now except Gxy which took a stake.

Ok, finally I have a feeling we’lp get a NR about commissioning tomorrow- it’s newsworthy as they’ve always mentioned it in previous Ann’s.

Cheers