WOW! That certainly is a lovely chart.
Say, what do you think it means by 'longer qualification time'? Considering that the pilot plant needs updating and to run a sample for this supposed 'tier 1' company, just what length of time do you feel is reasonable to look at for the process. Is an additional 1 year unrealistically short? I was hoping a binding offtake would be here in a shorter timeframe.
Also regarding Elon's table salt method and what you described as an 'energy intensive' heating to 90c, i wondered if you know what temperature LPD's process requires?
All this focus on low co2 footprint and the chart shown in this quarterly puts LPD in similar territory to brine. At this stage it hardly seems worth the effort given the relatively small scale and EPS potential from P1.
And whats that about leasing the concentrator? It seems every man and his dog are getting a nibble of the pie before LPD holders get to scrap for the crumbs. This has turned into a rather convoluted trail to follow the money, who gets what, where and when?
Can any person answer this: From $1M of lithium revenue made by this mob how much actually filters down to the presumably 10 billion shares in this particular entity (assumed diluted SOI after factoring in future CR to establish P1)?
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