Originally posted by vmp
Today at 3.40pm JW will present at Roskill conference in Perth. LOH-MAX will be unveiled!
It would be exciting to see the reaction of the chemical producers when they see this:
“
LOH-MaxTM is compatible with the highly efficient L-Max® impurity removal stages and can replace the subsequent standard industry sodium sulphate and lithium carbonate recovery circuits”
Every carbonate producer that needs to pivot from carbonate to hydroxide will certainly study LOH-MAX at Lepidico University. Every hydroxide producer will be schooled by LPD because LOH-MAX CAN REPLACE THE SUBSEQUENT INDUSTRY SODIUM SULFATE AND LITHIUM CARBONATE RECOVERY CIRCUITS.” ———this is what we’ve been talking about. LOH-MAX is a killer tech. It can replace those very important recovery circuits (plural). If Loh-max saves LPD $10m of its $45m budget for phase 1, i’m Pretty sure the said recovery circuits make up a significant cost of the chemical producers. So, LOH-MAX is a game changer for LPD, but will LOH-MAX be a game changer for ALL chemical producers? There is strong evidence here.
Now how much
Capex will be saved by chemical producers if their hydroxide plant is worth $300 million or $500 million? Will it be $50 million?
On top of the Capex savings, How much
Opex do you think will be saved by chemical producers if they’d adopt loh-max? LPD claims the savings is material. So if it currently costs $8,000 per tonne to produce Carbonate or hydroxide, just imagine if by using loh-max they can save at least $1k per tonne! A plant with a 50k capacity will stand to save
$50 million! And that’s per annum! And for 10 years? $500 million! Of course this is just a hypothetical situation. But it illustrates the point we mentioned earlier these chemical producers will have the opportunity to save costs and be greener by replacing their redundant circuits with loh-max.
However, what makes loh-max equally compelling is that “the process residue is benign and alkaline, and is being evaluated as an environmental remediation product” at Waterloo University.
Wow, just wow, it’s not simply harmless, but also a REMEDIATION PRODUCT! So loh-max will help reduce air pollution and land pollution too!
Anyone invested in LPD therefore doesn’t only care about his pocket money but also the environment. Ok, nuff for my morning ramblings
LOH-Max will be a ripper! I see the sp at the point of no return. I maintained my view at 5c in April. The bull is still running towards April big days.
(20min delay)