LKE 1.89% 5.4¢ lake resources n.l.

Ann: JORC Update, page-153

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  1. 2,021 Posts.
    lightbulb Created with Sketch. 745

    “ ..DLE is the future the only question outstanding is which DLE…”


    Yeh, DLE has a place given the right technical and economic context.


    SQM has being doing in-house development of its own DLE approach but recently acquired a 20% stake in French DLE company, Adionics.

    https://mailchi.mp/adamasintel/weekly-lithium-lowdown-week-47-2023


    I had a discussion with mozza01, where we compared Adionic’s products’ maturity and scale against Lilac’s, supposed, 40tpa plant. I concluded that Lilac’s was pre-industrial in comparison.
    Post #: 64612524


    With SQM’s size and knowledge, them buying into Adionics is a smart move. They get a % of Adionics action if successful. Unlike LKE who won’t benefit if Lilac’s tech works elsewhere in a different context to Kachi.


    Having said that, others have tried Lilacs’s tech in other contexts but have not continued.
    Why is that .. technical … commercial… ???


    Perhaps LKE should’ve had a better pre-nuptial agreement with Lilac.


    DYOR

 
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