“the AVZ flogs trolling social media quoting the 0.87% Li figure compared to their 'Man-no-no!' deposit.“
Woof-woof!! Don’t worry only the smart guys and gals invest in LPD (just kidding). They don’t or they refuse to understand our Lmax feedstocks are different to spodumene. They blast millions of tonnes of rocks to produce SC6. We only need some 45k tonnes to produce 5,000 tonnes hydroxide saleable at USD14,000 (instead of $742/per tonne spodumene) with a potential profit of $83m p.a. for each P1 plant we can build, and some $350m profit for each P2 plant.
@Sharpey thanks for corroborating the LOM. There’s enough to get us going for years not to mention other sources that come online.
Here’s a thought we’ve mentioned before- once the pilot is done, GXY can get serious to start harvesting its mica rich tailings for a P1 plant in either QLD or Japan.
Or PLS will start digging its mica rich tenements and start talking deals with LPD.
Or we could be talking with someone who’s struggling to reduce its DFS cost curves. Hello nemaska? How are you going EMH? KDR-SQM, are you there? Can we help you?
Get P1 first. But There’s endless possibilities here. We could get our first knocker with plant that’s cooking spodumene interested to port Loh-max. Much is at stake in the next few weeks. We know the tech can produce 99.8% LPD’s done it before continuously for 8 days. Let the pilot begin.
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