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Socraticperms

3 Posts.

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27/03/19

08:53

Post #: 37895197
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Originally posted by Sharpey: ↑

Bit sad nobody has replied to your very first post! Welcome!

When you say "test plant", do you mean the pilot plant or the Phase 1 (P1) plant? The pilot plant isn't commercial, P1 is.

The high level milestones in the next two years are:
- Demonstrate tech works at pilot plant stage
- Demonstrate P1 project is financially viable in feasibility stage (and hopefully significantly profitable)
- Secure funding and offtake for P1
- Build P1
- Have P1 in operation before Christmas 2020 (even if it only produces a single tonne by then, it would be a significant achievement)
- Deliver scoping study and pre-feasibility study for P2

P1 delivers the commercialisation of the tech. Beyond that, growth is driven by:
- Expanding production with subsequent plants (P2, P3 etc)
- Researching and developing value-add products to increase profitability from the plants. Possible avenues include caesium brines, silica products from amorphous silica and other lithium chemicals such as lithium chloride.

I don't have any expectations of adoption of the tech by other players,. If they come along they will be nice little bonuses in the form of royalties, but I doubt that will happen before P1 demonstrates the commercial viability of the tech. And that won't happen within 2 years.

Sticking with the two year timeframe, I would expect P1 to be slowly ramping up production, with the team focused on getting that to positive cashflow as quickly as possible, and advancing the studies for where to place P2 once things have stabilised.

Feel free to ask more questions!

Cheers

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Thanks legend excellently laid out

LPD Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held
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