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Oldtimer72

382 Posts.

184

16/10/15

05:36

Post #: 16188295
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Originally posted by NewToItAll ↑

the worst result would be that the Scale up results don't have as high of a pressure rating as hoped.
Remember that LWP's main benefit as a ceramic is resistance to crushing under high pressure... as it is the deep wells (with the high pressure) that use the Ceramics... the shallow wells can use the Frac Sand (much cheaper).

In the event that the results came in under expectations. LWP would need to revise their sale model, and focus more on the Transport and Weight cost benefit, which would reduce the available market, as they would likely only be able to have good economics where a Flyash source was located near multiple mid-depth wells.

Flyash still provides a benefit compared to Bauxite and Kaolin clay, as both of those resources can have restrictions on supply... so there is still marketability for LWP even if the results come back bad... BUT Yes it will be less than hoped.

all IMO

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If it can be done in the lab (ip) then it can be reproduced...don't stress...it's a matter of time...

Cheers,

IMO

LWP Price at posting: 0.9¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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