LKE 4.65% 4.1¢ lake resources n.l.

Potential supply to Novonix, page-138

  1. 417 Posts.
    lightbulb Created with Sketch. 601
    Gassed,
    Why doesn’t anyone comment on
    100% ownership vs 30% when considering peer comparisons?
    Lilac’s CEO, David Snydacker:“We are confident that combining Lilac’s high-performance, next-generation lithium extraction technology with the massive lithium resource @ Kachi will result in the most modern, efficient, reliable & environmentally friendly lithium project in the world”

    Wouldn’t it be great to own 100% of that project?

    Imagine if we were more advanced than a peer who has only recently sent 20,000L for processing (Sept) and only owned 30% of their project.
    Well we already have 99.97% in the bag and when an off-take agreement is announced or a cornerstone investor, expect the rerate.

 
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