LPD 0.00% 0.2¢ lepidico ltd

lpd share price, page-10287

  1. 439 Posts.
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    Other news we may get (that I forgot to mention in a "pending announcements" list last week) is third party licensing. From our presentation in February, on page 14:

    • Lepidico expects to negotiate further technology licences in calendar2021, with a focus on LOH-Max® for application in spodumeneconverters.

    Also, the 4th paragraph of Edison's 18 June update, entitled Valuation, states:

    Note however that this valuation still does not attribute any value to Lepidico from either the supply of concentrate from third-party sources or any other development options (eg third-party, technology licensing).

    I hope this doesn't sound ridiculous, but in my mind Lepidico's projects and potential agreements are like one of those balls of rubber bands- numerous and distinct, yet cohesive and integrated. I take @loisl1978 at her word when she shared her email from Joe, with his permission, in June, stating that: "Lepidico has dozens of confidentiality agreements with third parties and most of them preclude identification of the signatories by either organisation."

    Yes, I'm very bullish on LPD, but I don't find this hard to believe. Knowing what we have to offer, it is absolutely plausible to me that there is great interest in both our products and our processes. The puzzling part is the need to keep so hushed on it all, so I find @Shortlux's suggestion of whether we are involved in new battery tech intriguing. I wouldn't be surprised if our news comes in a cascade, that when they are able to announce whatever it is that's holding everything else up, we will have a string of announcements. Until then, more questions:
    • Who has amblygonite in the US? As in, why do our last several quarterlies include the sentence in the Patents and Licenses section: "The Company also has a US patentfor its process technology for lithium recovery from phosphate minerals, which include amblygonite."
    • Why do we need a patent for Japan? Do we have a Japanese auto manufacturer(s) interested in our tech? Perhaps operating in the US or Europe?
    • We received patent protection for L-Max in March, April and June for Australia, Japan and Europe respectively, and in October of last year for the US. We are awaiting the granting of the national and regional phase for LOH-Max, S-Max and the production of caesium, rubidium andpotassium brines and other formates, also for the provisional patent for the lithium carbonate recovery process. 4 processes in total. Of course P1 and/or Cornish Lithium's plant will prove up our tech, but for the security of our intellectual property, is patent protection delaying contracts?

    Only time will reveal the answer, but if @Shortlux is correct and, say, BASF is working on new battery tech, necessitating confidentiality along the supply chain, this would explain a lot- that the silence is necessary for those who want our high spec products and tech.

    @Charterrierist I always experience website envy when on Cornish Lithium's, but did so again recently when on PAM's. Not only bright and inviting, as is ours, but under their Community tab, Social Media takes the reader to Twitter, LinkedIn or You Tube. You commented last Friday, "Joe’s silence is also not assisting to build shareholder value." Correct as that may be, perhaps all the echoing silence is necessary, as @Cljping just reminded us. That management can't spruik Lepidico, because legally they are not allowed to, but also and perhaps more importantly, because they don't need to spruik us? Our plates may already be very full and management are not needing to drum up business or interest. Old school as it is, it appears they are trusting that if they take care of the company, the share price will take care of itself.

    We know management are not interested in short term spikes, but in building a paradigm changing, generational, global business. Therefore, until we are able to announce solid runs on the board, we are the plaything of traders, institutional ones I believe, who squeeze out profits along the way. I don't have access to broker reports, but it's certainly what it looks like and explains the volume. I agree with @Stock12345's post just above. Our share price movements feel managed, controlled, as most companies are, including the dramatic rises on announcements. I'm a new holder, in at 18.5 cents, but PAM's rise to 80 cents was ridiculous, given they just announced a capital raising for $0.40. rolleyes.png

    Someone a month or so ago, I'm sorry I can't remember who, not flatteringly, compared Joe to a fat-bellied python. I laughed at the time at the image and hoped it is true- that Joe very well knows what we've got and therefore doesn't need to chatter or flatter. Watch for the almost Cheshire cat smile on his face, especially in the Edison video @happydayz posted last week. His confidence is tangible, as is his delight on certain subjects and there's definitely a sparkle in his eye. I trust our management and am happy to keep waiting, adding to my holding as I'm able, as I believe our outcome will be impressive, for the announcements we are tapping our toes over now, but also for those extending into the distant future. Cue Supertramp "Dreeeamer..." DYOR, not financial advice and all that....
 
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