I don't have any qualification in business & I'm not privy to...

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    I don't have any qualification in business & I'm not privy to conversations between management, LPD & their partners. I don't know the inner workings or the fine print in any contracts that LPD has. I'm a nobody & "back seat driver" at this point in time.

    But the way I see it, LPD is trying to do too much. It's spread out over the entire planet like a giant global conglomerate. Plants, mines, refiners & customers spread out in every corner of the earth.

    What would I do in this situation? My two cents, for whatever it's worth.

    1. Run lean, cull members of the BOD & Joe has to go!
    2. Get the hell out of Africa! Who cares if others are there or if the majors are "setting up shop" there. They have money to burn & groups of lawyers on a retainer, LPD doesn't! Sell that pile of dirt in Namibia, that Desert Lion mine. It will get the Chinese off their backs & more importantly money into the pocket of LPD. It will save shareholders from more dilution & having to throw more money at this. I think the lithium market is still several years away from a recovery & LPD can't just sit here & do nothing for another 10 years. The current lithium miners are barely breaking even or selling at a loss. So how is LPD going to ship their product to third party refiners at a profit? LPD is going to do what others can't? Come on, wake up & smell the roses!
    3. Recover the money from the entity that locked the gate on LPD.
    4. Get rid of the UAE site. I don't think anyone should be investing in that part of the world. It's just my personal opinion. Geopolitics is going to play a major role in the investment world over the coming decades & it's going to involve the collapse of the Petro dollar & anything associated with oil. That part of the world is/will become a minefield as the currency reset approaches.
    5. Take what capital LPD has & sink it into a partnership with CL. Instead of granting a royalty free tech for 15 years, renegotiate the contract so LPD has more of a strategic partnership with CL. Buy into CL, don't just supply the tech, buy into the physical venture. Use CL as a stepping stone into the refining world, instead of trying to go it alone. The UK & EU is more "battery friendly" than other parts of the world.
    6. Perhaps move towards a licencing model instead? I don't know how well that would work.
    7. Once LPD has a foothold in the EU then try & go global.

    How probable or achievable is all of the above? Slim to none I guess, but it's just my thoughts.

    All I know is one wants to fund this venture as is, so something has to change.
    Last edited by ProCapitalism: 10/02/25
 
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