AZL 0.00% 1.9¢ arizona lithium limited

AZL General Discussion, page-19490

  1. 1,871 Posts.
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    Although I agree with your OPEX sentiment, I do not agree with your DLE sentiment. It's a half truth post, which appears designed to create doubt on AZL rather than to inform. I agree with @theslick-1 you are mostly negative, not even healthy criticism.. not sure why as some of your posts are common sense.

    DLE is not some magic technology. Neither is it complicated like an MRNA vaccine. Anyone can create one from Bunnings items. The issue is not whether they work, they most definitely do. The risk is a simple one: each brine resource needs a tailored method for best results, and no one has really done it up to such a huge scale before that we know of.

    Livent has theirs in commercial use but only up to eluate then they still use evaporation pods. Chinese entities are coy about theirs because they don't want to give up their market share to Westerners.

    The talked about "DLE", which ExxonMobil has now signed up to includes not only extraction but refining eluate to end-state products (lithium carbonate and lithium hydroxide). The system exist, creating a Kodak moment, now it's a race to scale up to commercial level and at the least cost possible.

    There is no "RED FLAG" here other than misinformation and disinformation. Ultimately, it's all now down to least cost (OPEX) and who's got the money (CAPEX).

    Investors/investments are most allergic to uncertainties.

    Prairie project is the top DLE project with least uncertainties of them all. PFS will confirm all of this, no doubt about it.
    Last edited by BRProject: 27/11/23
 
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