LKE 0.00% 4.7¢ lake resources n.l.

LKE 2.0, page-1741

  1. 1,155 Posts.
    lightbulb Created with Sketch. 302
    Yeah, but the capital intensity is over $50,000/t. Every DLE faces the same issue, it's extremely expensive and the original studies have been proven to be wrong in the most advanced DLE companies, as well as the OPEX.

    So LKE challenge is not the CR or water, or power. It's to get some entity that will take, 30-50% of Kachi to help fund the development of DLE to get the 1.3 bill as outlined needed in the DFS, which may or may not be the end game

    Most miss this next point

    DD was hired to deliver the DFS, he did that. He has stated what happens next depends on the market for this strategic investor and what they need.

    They could abandon 2 trains of 12500 and do one, they could abandon the power CAPEX, they could go solar/diesel, they could abandon the expensive carbonate plant, they could sell LiCL, or they could say f me this DLE is just too expensive and quit

    If none of these options are possible, it's probably game over, but I'm not convinced this is the case just yet
    Last edited by Melen100: 21/03/24
 
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