So, I got a reply back from Jerko...
In essence, what he is saying is...
AGYconversion rate (Pond Area to End Lithium Product Output) is a verified ratio(based on pilot plant trials).
Achievedthrough a proprietary process developed by Pablo.
GXYand LPI ratios are unverified estimates.
AndORE’s reported ratios are also based on production results achieved.
What Jerko said (I checked if it was Ok to post)...
Thanks for your email.
Regarding your query, I justneed to check with Pablo whether he is comfortable for us to make those detailspublic.
It is all part of his experienceand expertise, so I don’t want to get in trouble with him, given, as he tellsme, “you can’t buy 30 years of lithium experience, so why would we give itaway”?
What I can say, the key is notthe yield from the ponds, but the chemical process to produce the lithiumproduct and the % recovery of that lithium product from the process plant.
That is critical, not so muchthe ponds.
Look at ORE, they built anoperation to do ~17,000tpa, yet they only produce 10-12ktpa. They are notbuilding more ponds to try to reach nameplate, I think everyone recognisestheir issues are in their chemical process.
Sidenote, they are building moreponds now, but that is for their planned increase in production capacity.
Realise you know this, butGalaxy and LPI haven’t even got operational ponds, let alone any scale ofconcentrated brine or a plant to process that concentrated brine to determinethe yield/potential production levels.
They also don’t have a provenand experienced person who has done it for over 15 years at commercial scale.We do… and we have tested it at pilot plant scale with our ponds and in ourtest works to date.
I’ll get back to you when/if Ican.
I replied to Jerko, no need to bother Pablo, I think he has answered the question.
As a reminder, this is the post that kicked off the idea to ask Jerko for his response...
