lpd share price, page-14510

Great question @3steps

"The predominate lithium bearing minerals of the pegmatites are Amblygonite,Petalite and Spodumene."
"Afritin are looking at a Petalite concentrate. Am unsure if that includes spodumene in that process. Don't know if Amblygonite can be used in the concentrate, questions for others more into metallurgy."

From my knowledge:
Amblygonite has 10% Li2O but no Cs or Rb
Petalite has 5% Li2O and also no Cs or Rb
Spodumene has 8% Li2O but also no Cs or Rb


Does the brains trust have any comments?


When the DFS was done in 2020 the Lmax and LOHmax processes commercial benefits lay in the valuable Coproducts of Cs and Rb

This raises another question how important are those Coproducts Now????

Just to illustrate the insignificance now of the Coproducts , I have done two charts, Figure 1 is based on the May 2020 DFS prices and Figure 2 is Coproduct prices at the May 2020 DFS prices but LiOH at the current spot of $75,000 USD/T



Figure 1: Percentage revenue from Product and CoProducts at 2020 DFS prices (LiOH at 13,000 US$/T)






Figure 2: Percentage revenue with Coproducts at DFS prices and LIOH at 75,000 US$/T

LOH is now 90% of the revenue, rendering Cs and Rb insignificant hence we could process the neighbours pegmatites and be very, very profitable with LOH revenue alone.


Joe said plenty of times when the LiOH price was around 13,000 US$/T that Lmax and LOHmax are "industry disruptive technologies".

As the charts above show - at current LiOH prices - Lmax and LOHmax are now Ball Tearing technologies to the industry! (my words). I am sure Joe our wordsmith will reference it more politely.

gltah