LPD

0.00%

0.2¢ lepidico ltd

What a plea… after all these other CRs and in these times after...

First 11 Last

Share
Profile

Follow
4hrworkweek

4,286 Posts.

452

13/10/22

00:35

Post #: 64169357
Share

Originally posted by In4apenny: ↑

Caesium Competitor SuppliersThe world's largest supplier of Cs is Sinomine Resource Group Co., Ltd (Sinomine). It is a subsidiary of state-run China Nonferrous Metal Mining Group Co. Ltd (owned by the Communist Party of China).

With Albemarle's pollucite resource exhausted, its Langelsheim factory will close shortly. This will leave Sinomine as an effective global monopoly supplier.

Sinomine's Strategy"We actively reserve rare light metal mineral resources, focus on the layout of lithium battery materials and cesium & rubidium materials industries, improve the upstream and downstream industrial chain, continue developing the oversea geological exploration, mineral rights investment and rare light metal resources."

Acquisitive SinomineSinomine acquired the world's remaining significant Cs mine (Tanco in Manitoba) from Cabot, and is actively securing resource rights in other parts of Canada and across Africa (especially Zimbabwe).

Lepidico ThreatThe global market for Cs is approx. 1200tpa. LPD may supply up to 400tpa into the market. This will be the first and only new supply this century. It is a critical mineral that Sinomine needs to continue to control pricing.

Securing LPD's mineral resource is necessary but not sufficient. The key prize for Sinomine will be access to the unique hydrometallurgical processes developed and patented by LPD. Without that IP, the CS is not accessible from the lepidolite mineral.

Project FundingInvestors interested in securing the future of LPD's lithium project in KIZAD will also be considering whether to participate in the current capital raising - a necessary thought indeed if Sinomine is to be prevented from abusing a monopoly position.

We have examples already where the Chinese Communist Party felt offended by some comments in Japan, then within a week, export of all rare earths to Japan was blocked.

Securing a separate supply channel into the global market will at least prevent the Party from doing the same with Cs, and crippling countries who may not toe the Party line. Participation by investors in the CR will significantly move LPD towards production.

Expand

What a plea… after all these other CRs and in these times after saying they were well funded.. they need more from holders..

LPD Price at posting: 1.8¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

AII

Almonty locks in govt agreement for tungsten oxide plant in South Korea

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

NIM

Nimy to raise $1.21M to explore 'newsy' WA targets

Bitcoin investors need to know the risks

IMM

Immutep reports strong response rate from immunotherapies treating carcinomas

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

BHP

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

SKS

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

MDI

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

First 11 Last

Add LPD (ASX) to my watchlist

(20min delay)
Last 0.2¢		Change 0.000(0.00%)		Mkt cap ! $17.17M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
176	202034476	0.2¢

Sellers (Offers)

Price($)	Vol.	No.
0.3¢	108832658	59

View Market Depth

No.	Vol.	Price($)
168	193984351	0.002
43	173561088	0.001
0	0	0.000
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.003	65699862	54
0.004	38086890	38
0.005	11336744	12
0.006	9227565	15
0.007	4963896	6

Last trade - 16.12pm 12/07/2024 (20 minute delay)

LPD (ASX) Chart

Day chart unavailable

What a plea… after all these other CRs and in these times after...

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Nimy to raise $1.21M to explore 'newsy' WA targets

Bitcoin investors need to know the risks

Immutep reports strong response rate from immunotherapies treating carcinomas

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

What a plea… after all these other CRs and in these times after...

Top Stories

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Nimy to raise $1.21M to explore 'newsy' WA targets

Bitcoin investors need to know the risks

Immutep reports strong response rate from immunotherapies treating carcinomas

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News