LEPIDICO WKN: A2DHFT ISIN: AU000000LPD2 Kürzel: AUB Forum: Aktien Thema: Hauptdiskussion

Wenn man sich das mal so genauer durch den Kopf gehen lässt, ergibt sich für mich ziemlich eindeutig, dass sie auf dem richtigen Weg sind. Es wird für uns Investoren noch ein sehr langer. Bin der Überzeugung: da sich für uns vor 1.Q 24 nicht zu große Gewinne einstellen werden, dennoch an der richtigen Stelle investiert zu haben. Ich wage mal eine vorsichtige Prognose von einem Kurs um die 0,15€ in 2.Q24. (Dieses ist nur meine pers. Einschätzung und keine Anlageberatung) (habe auch divers. ä. Invest.) LG

https://lepidico.us5.list-manage.com/track/click?u=5943c7350612eb3ea2e797bfc&id=f0890c778f&e=45f9d62898

Von ShawandPartners: Resource upgrade expected in October, FEED now expected in November LPD Rating: Buy | Risk: High | Price Target: $0.06 Key risks • The lithium price is volatile and is relatively difficult to forecast and the actual price may differ substantially from our forecasts. • The caesium and rubidium markets are opaque and price discovery is difficult. Actual prices may differ substantially from our forecasts. • The Karibib mine and concentrator and Abu Dhabi Plant are not yet constructed and there is a risk that Lepidico is unable to bring the operation in to production. The project may cost more than expected to build and may not operate as expected. • Lepidico is intending to operate in non-OECD locations (Namibia and Abu Dhabi) which can carry more sovereign risk. • Smaller companies carry more significant ‘key personnel’ risk than larger organisations. If senior management depart the company then it could delay projects or exacerbate operational risks. Core drivers and catalyst • Strong growth in lithium demand (~29% CAGR to 2030) due to the growth in lithium- ion batteries for electric vehicles, mobile devices and grid storage. • Lepidico’s proprietary technology opens-up a new processing route for lithium from mica minerals. • The L-Max® process is expected to have lower energy requirements than existing lithium recovery processes. • LOH-MaxTM produces lithium hydroxide without the production of sodium sulphate. The process provides significant capex and opex advantages over conventional processes and so Lepidico sees opportunity for licensing this process technology to the growing number of lithium chemical producers. Cornish Lithium paid C$4m to Lepidico in Dec-2020 to licence its technology for the Trelavour hard rock lithium project. • The processing of lithium micas also allows the production of valuable potassium, caesium and rubidium by-products, which will significantly offset the operating costs and make Lepidico one of the world’s lowest cost producers of lithium hydroxide or lithium carbonate. • There are very few sources of caesium and rubidium, which have been identified as critical minerals by the US government. Existing sources of caesium are depleting and Lepidico’s planned production will be of strategic value to offtake partners, particularly in US. • Lepidico has released a Definitive Feasibility Study (DFS) showing attractive economics for a Phase 1 5,000tpa lithium hydroxide project, with pre-production capex of US$139m, an NPV8 of US$221m and an IRR of 31%. • Lepidico has already begun scoping work for a Phase 2 Plant which is planned to have capacity of 20,000tpa lithium carbonate equivalent (LCE).

Danke Ander

Habe bei 0,0166 zugeschlagen. :-)

Danke für die Infos 👍 Zumindest planen sie längerfristig

Lithium in aller Munde... Sollte langsam auch die Raketen starten.... Vorzeichen sind gut. Habe ein gutes Gefühl. Drück uns die Daumen!

Congrats to @CornishLithium for securing funding for its hard rock #lithium demonstration plant. Together with Lepidico's tech, both companies are helping transition to an electric future. https://cornishlithium.com/company-announcements/government-funding-secured-to-construct-a-demonstration-plant-at-the-trelavour-hard-rock-lithium-project/ Von lepidico friends

🫶👍🍀 danke für die Infos

Geduld ist eine Tugend - keine Sünde 😅