LPD 20.0% 0.2¢ lepidico ltd

Ann: LOH-Max process technology acquisition & improvements, page-29

  1. 1,477 Posts.
    lightbulb Created with Sketch. 1031
    I think the LPD holders should be cognisant of the fact that 38% of revenue will be derived from by-product revenue according to the DFS.

    IMO shareholders should be focusing on the bigger pitcher that encapsulates the full funding package.

    That would consist of development finance, commercial lending finance, strategic partnerships, prepayments for product (offtake agreements) and lastly a CR.

    Remember LPD originally went to Abu Dhabi to look for strategic investors, what has changed through engagement with local contacts was a shift in the company's (LPD) P1 plant's location. So after talks with the local investor's, LPD saw how attractive building the plant in Abu Dhabi is !

    LPD crunched the numbers and through the tradeoff study between Abu Dhabi and Sudbury, Abu Dhabi won.

    Well how would you be, go looking for finance via a strategic investor and come away with finding a better place to do business, very contemporary decision making from the board, well done.

    So logically Abu Dhabi has both strategic investors and is a better place to do business.

    Focus for Shareholders and potential investors should be on all of the funding package IMO.

    Caesium and rubidium offtake agreements will be just as important as the lithium offtake agreement.

    Caesium being a product of the LPD chemical hydro metallurgy, will be the only developed resource in the world that is outside the control of China.!!!!!!!!!!!

    The USA having caesium and rubidium in the list of critical minerals that is 100% sourced internationally needs to secure supply.

    The USA – China trade war is ongoing and IMO the USA will rather secure caesium and rubidium supply with Allies....!

    I would not be surprised to see an offtake agreement from one of the three caesium-rubidium chemical manufactures being signed first.
    Just saying it's on the USA's critical minerals list, and they need to secure supply...!https://hotcopper.com.au/data/attachments/2616/2616103-414b3e544a5f3fad3d887c70e4e1be17.jpg
    All the best to LTH and GL to all investors that are now out of position getting your orders filled below the current price.

    LT-B1



 
watchlist Created with Sketch. Add LPD (ASX) to my watchlist
(20min delay)
Last
0.2¢
Change
-0.001(20.0%)
Mkt cap ! $17.17M
Open High Low Value Volume
0.3¢ 0.3¢ 0.2¢ $4.672K 2.044M

Buyers (Bids)

No. Vol. Price($)
22 18092155 0.2¢
 

Sellers (Offers)

Price($) Vol. No.
0.3¢ 57352945 60
View Market Depth
Last trade - 16.10pm 29/08/2024 (20 minute delay) ?
LPD (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.