Ann: CXL: Calix and Pilbara Minerals execute MOU for lithium JV, page-91

@rainbowdaisy

Watch the remaining 1:45:00 of the investor forum and we can chat. Or at least read the presentation slides.

Until then reading your posts is a lot like watching blindfolded darts on St Patrick's day at O'Malleys.

So I'll post this and not respond again until you want a level headed exchange:

The 6MV PV being installed is not for the demonstration plant... it's to meet the commitments previously made to Clean Energy Finance.



I'll happily retract my thoughts on intermediate products from PLS, given the clean energy from photovoltaic (or wind) possibility, ability to run a lower grade, high impurity, super fine feed through the Calix tech while still producing a very clean end product.



Also there is a big difference between the smaller modular type possibilities of Calix vs massive traditional kilns (most of which are planned to be gas or diesel fired) and was a big plus in alleviating some of my Capex concerns for an Aus operation of that nature.

Still need to see the scoping study and then DFS for demonstration plant.

I see you just speculated whether they were talking Lithium Oxide as an intermediary.



I have for a long time stated my belief was that for the Euro market, when it comes to Spodumeme Concentrate that waste disposal was of greater relevance than Carbon Emmisions. And for the record, my preference remains for a POSCO type JV solution for a finished Li Chem product.

Now I've done so will you retract all your statements regarding PLS's failings from a ESG perspective along with the severely outdated data you have on Fe2O3 content and the spurious claims you have been making about current SC6 being too high in iron and hence off spec in that regard?

Sounds like PLS would dearly love to run some feed ore to a finer crush size that would result in excessive impurities for current customers but improve recovery rates by as much as 5% - potentially even higher.

Seems they may have the opportunity to run some product at what they will call SC5x (super fines) - which you would no doubt deem "off spec" that the Calix tech can handle without the dramas of running that through existing Li kilns.

And judging by one chart they may try to sell some of that SC5x 'special fines' to desperate independent converters through the online BMX bidding system.



Ohhh and was it you that decided bankers actually turning up in person to an investor briefing signals CR because otherwise they would have just phoned in? I suppose some are just to well adjust to new covid "norms" and are shocked to see people in person.