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New Edison Valuation - Up to 7.27c, page-107

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    You mean retrofitting LOH-Max? You wouldn't retrofit L-Max as nobody else outside of China has lepidolite to convert.

    LOH-Max is the bit that can be retrofitted in theory to existing plants. LOH-Max has no byproducts, so that isn't a hurdle. The hard part will be making it cheap enough that it's worth spending more capital on their facilities to do it. Big ask when you consider downtime etc.
 
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