LPD 16.7% 0.3¢ lepidico ltd

Lithium Related News, page-199

  1. R08
    7,773 Posts.
    lightbulb Created with Sketch. 1809
    Reasonable concerns you raise as a holder or other @Bullrush007 .

    LPD and LMax have first mover advantage in the market place. The Asian market is all about the deal. Best cost, how can they make a dollar whilst saving a dollar without producing on their own ? Our operating / production costs are very low and our profit margins considerable so when the time comes (which could be imminent) to secure pre production off take agreements - we have a competitive market edge on our bottom line that others can’t compete with; not to mention the high grade of product via recovery.

    We won’t need to control or chase the supply of feed, they will come to us to improve their own profit margins as no other company (currently in Aus or worldwide) can convert MICA into Li.

    Leverage....first mover....disruptive tech......some of the comfort thoughts to come to mind. The whole worldwide supply is not required....Mt Cattlin, Sep Rapids and Alvarroes will be bountiful enough for the next 15-20 years.
 
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