Cesium (Cs) Central

I thought I start this thread up prior to the Off Take Agreement we are expecting before April ends, per the Dec'21 Qtrly and also that OTA with Traxsys for LiOH extends to Cs



Noted in the Qtrly is





So that Cs OTA is really important if it is being used in part to secure financing.

How much Cs are we going to produce? ... (implied c. 400tpa of Cesium Sulphate solution)
DFS says


Now I might be a little slow but its taken me a little while to realize that the output of the chemical plant is actually Cesium Formate brine with a density of specific gravity s.g. 2.2 and the intermediate step is the crystallization of cesium sulphate (later dissolved with appropriate hydroxide solution making Cesium Hydroxide which gets Formic acid added and viola Cesium Formate Brine!!)


What does this brine sell for?
https://pubs.usgs.gov/periodicals/mcs2022/mcs2022-rubidium.pdf


so that would be $41.40 x 40 (to get to 1Kg) x 1000 (to get to 1 Tonne) = $1.704M/t
which is totally ridiculous when the DFS says




But we don't have a monopoly on the product DESPITE some of the writings
https://www.earthmagazine.org/article/mineral-resource-month-cesium/



50,000Kgs = 50 Tonnes and yet we are going to produce and sell 246 tpa???

Something is wrong there ... anybody able to clarify?

Also a global market of 50 tonnes, even at $1.704/T is only $85.2M ... something doesn't make sense.

Even with Tanco mine not producing the tailings stockpile supposedly runs to 350,000 tonnes


Those co-product credits are essential to making this an economically advantaged operation.

Edison Research (Nov 2019) also did some very good background
https://www.edisongroup.com/wp-content/uploads/2020/07/Lepidico-Valuation-update-post-feasibility-study.pdf