Ann: LKE Bell Potter Unearthed Conference 070223, page-257

I like the fact this company continues to hide information from it's shareholders. Dicko, being an Engineer, should be consumed with details. No wonder he keeps talking about "modular". Wonder if modular also applies to the chlor-alkali portion of the plant, the RO, the impurity removal, the carbonation. I'm guessing not. In which case the "modular" just refers to a small percentage of the flowsheet.

Assuming those numbers are accurate, 160 modules for train 1 seems like a lot. Given Dicko keeps talking about efficiency improvements and cost reductions and has also mentioned scaling up, and using "off the shelf" components, then it seems unlikely that the numbers in the DFS will be final.

Also interesting that LKE wants to call their pilot a demonstration plant, with it's miniscule capacity of 5tpa LCE, yet POSCO calls their pilot, a pilot plant, even though the capacity is 2,500tpa.