The consistency is a great testament to the process stability and I did like the mention of additional test work with a potential off-take customer (Japanese thank goodness) Was wondering if some additional SX phases to strip out the Ca/Na/K//Mg might be in the works to get the purity levels up for those new HPA use cases. I guesstimated the SX phase might only be a 1-2K of the overall OPEX, so bit of room to move if the product price point increases (e.g. 50K/t) Although might be hard to get those low atomic weight, lower valency elements out of the solvents selectively. IMHO A4N is really starting to look like the front runner here, it already was on CAPEX/OPEX and process simplicity, but now other evidence is starting to pop up. DFS and funding next steps.
A4N Price at posting:
15.0¢ Sentiment: None Disclosure: Held
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