https://youtu.be/2zaJ0FrsfRs?t=5348
Some new material in there & some previously expressed:
- JP repeated that GLN is not interested in pioneering DLE; don't want to risk the technology - No project is doing 100% DLE today.
- Target to produce technical concentrate.
- Trying to get to market as soon as we can - "we have people with the knowledge & experience to do so"
- Well positioned - not reinventing the wheel, this is a simple process "not saying there is no risk, but we have far lower risk than the rest"
- Can achieve pay back within a year if not months using spot prices.
- Simple solution: just liming concentrate to get to a higher level of concentrate - very simple solution "not saying it's a walk in the park but we have the people to back it up"
- 2nd resource update next year "we're not stopping drilling, there's more to add, we have more areas that we have not drilled & the resource therefore we expect is going to keep on going & continue"
- Small carbon footprint: energy consumption is low.
- World Class Location, Compelling economics "Lithium price is going bonkers"
- Technology that works!
- "Very excited to keep updating you with news flows for the rest of the year & early next one"
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