LPD 50.0% 0.3¢ lepidico ltd

LPD Discussion Thread, page-18

  1. 377 Posts.
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    Lanwill we are only 2-3 years away from de-risking a 33% share of the total Li2CO3 / LiOH markets. If we are low cost and Liliac brine does not undercut us. By then 2022 Solid state batteries will require 2 times more lithium ( the key will be when Apple switches its battery tech and does this on small scale that will be a sign .. They may not find the courage to do this because the Phone will not get thrown a way after 12-18 months because of battery being catcus .. it will move to 24 month to 36 months .. this takes courage to canibalise your own products but it will happen sometime around 2022-23 IMO In Macklemore's Opinion ) than current config so I would see demand around 23 . The only danger is my child requiring help on house deposit...( 4 months to 12 months ) . Otherwise not ever selling while the trajectory says $$$'s . This board does not win small.

 
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