LITHIUM AUSTRALIA WKN: A14XX2 ISIN: AU000000LIT3 Forum: Aktien Thema: Hauptdiskussion

in den nächsten Monaten kommt der Abschlussbericht über die Testarbeiten von den LFP Kathodenmaterialien mit der Firma Novonix und LIT. Was kommt da gleich nach der News im Hotcopper Forum , genau , Pump und der basher weint und bringt mindestens 20-30 basher post. Was macht aber ein intelligenter Mensch der zur Schule ging und aufgepasst hat im Unterricht wenn er schon weiss dass ein Pump kommt ?

beim Batterie Recycling zielen sie auf höchste Effizienz , mehr Volumen und Hochwertigere Batterien wie Cobalt /Nickel Lithium Batterien usw ab , bis es sich eben von selbst trägt bzw andauernde Gewinne einbringt. Wichtig sind dabei die Richtigen Partnerschaften mit Firmen wie Bunnings , LG , Office Works u.v.m die Batterien einsammeln so dass es für die Aktionäre so optimal wie möglich ist.

es geht gut voran , Stuart Tarrant berichtet ab etwa 9 mIn von VSPC und dem LFP Kathoden-Pulver , dass die Demo Anlage 3000t je Jahr ( in 12-18 Monaten ) und später die Produktionsanlagen ( 8-10 Anlagen in den nächsten 5-10 Jahren ) auf 10-12.000t je Anlage Jährlich erzeugen werden. Ges. also um die 80.000t -120.000t So wie ich das verstehe wird alles der Kunde/Abnehmer der Anlagen bezahlen und LIT/VSPC kassiert die Provision/Lizenzgebühr , so wie beim Joint Venture - Mineral Resources und LieNA wo LIT die 8% Lizenzeinnahmen kassiert. , quelle https://www.youtube.com/watch?v=fQBifjBWQUA

ich gebe mehr von meinem Senf später ab , gehe jetzt laufen

Es geht also um Amerika , Indien , Korea , Japan , China , - da wundert mich nicht dass jetzt Lithium Australia ein Unpassender Name ist :-) , sie sollten wenigstens auf Lithium Australia Global ändern.

so ,das war der Text ab ca. 14 Min aus dem Video vom Webinar. Ich könnt das Video aber auch mit deutschen Untertiteln schauen. Wenn ihr unterhalb des Videos auf die 3... geht dann könnt ihr dort auch den Kompletten Text anzeigen lassen mit oder ohne Zeitstempel. quelle https://www.youtube.com/watch?v=fQBifjBWQUA

and broadly around the world the big recyclers are actually sitting next to gigafactories taking clean waste and a consistent um uh chemistry and then putting it back into the gigafactory we're taking lots of different batteries from lots of different sources so it's much more challenging so it actually gives us a massive strategic advantage in five to ten years time um from a lithium chemicals perspective um probably only other company out there like us is calyx um the calyx or another technology business um but you know there's there's very little uh other public companies and then from a cathode active materials again there's no one in Australia that's doing what we're doing um and you know China produces well over 95 of level of P cathode powders at the moment so the advantage for us is being non-chinese and being able to access uh you know funding like the IRA so um yeah look it I see us going uh very strong over the next few years and Beyond but um yeah we don't really have a Guiding Light out there that says this is this is who we'll be when we grow up just to finish up in addition to Australia when you see the greatest opportunities uh geographically yeah it's funny because we called lithium Australia but uh we'll probably have more footprint externally um I think the US will be very strong for a cathode actor material business um you know we we believe strongly um that um um yeah we believe strongly that um you know probably our first or second commercial facility will be in the U.S and that could be followed up by the second third uh the the demand there is very strong India is a very very um active Market as well especially in the three-wheeler space um careers uh you know great uh knowledge and Technology base um you know really when you look at uh who does battery materials well Korea Japan uh they're really second to to China so um yeah we could build a facility there as well um and clearly at home you know I think we'll build something here in Australia but um yeah the demand and the um the supply chain isn't quite as well developed as some some other jurisdictions many many thanks to your time today we will we will follow the uh lithium Australia story with interest over the coming months and we wish you best for the future thank you thank you

it currently yes uh would be would be the answer I think there's some other applications that we we could use it on uh we do have another technology uh which has been used on uh lithium mikers uh but this at this point in time just to ensure we've got some focus and get us towards commercial outcomes we're just going to use this technology for for spot trimming and the question here uh how does little Australia uh compete with the Chinese on lfp Battery Technology uh pretty well actually uh so we've got our own uh our own proprietary flow sheet when we took on uh vspc back in 2017 one of the things we observed in um in that process is that it was it was quite inefficient so one of the the pluses of lithium Australia when we when we took on that that company uh is to simplify things down which takes a lot of cost out uh so in terms of product quality it's very high um in terms of uh you know Materials Handling is also very very high that's very important in the industry um but it comes down to cost so um you know our conversion costs are comparable with that with that in China and we touched on this in the uh in the room before we came on live what uh other competitors if any do you see out there yeah it's difficult because we don't have a lot of peers and it's one of the challenges for a company like ours it's great when you're a junior and you can point to someone that's a multi-billion dollar market cap company and say this is where we'll be in a few years time um but we really don't so you know in the recycling space we lead the industry here

fascinating a story let me just to start with can you just elaborate a bit further on the disruptive nature of the technology yeah so um for the leaner technology the the the traditional converters at the moment actually use a thermal process that blows um blow some of the fire material out uh and it's actually not selective enough to uh to be at a process to uh the lower grade material what our process is able to do there's no furnace within it um so really it's a caustic digest also it enables us to be a lot more selective on how we take the lithium out which means we can improve improve our recovery um but in addition to that we're able to um uh you know capture all the fine material and one other thing that's worth mentioning here as well is so this isn't getting us to a spot concentrate as you would get out of a traditional converter we're actually moving into a lithium chemical so the product is listing phosphate so if you think of a Min res they're also going Downstream in this technology um yes it's pretty exciting uh on a number of fronts and I think yeah once we've proven technology with minres this will have some you know really good future for for us and our shareholders yeah so so is the technology just limited to Spider-Man strings

Ein Video, dass die Bedeutung der Technologie ganz gut darstellt: https://youtu.be/MoVpbjByTIE?si=xjzMeBkOAaryWAPI

Ah, vielen Dank! Hatte bisher keine Zeit für das ganze Video und der Anfang war vertraut.

am Anfang des Videos ist eingeblendet 25.Aug .2023 , das was er über die Firma berichtet am Anfang wissen wir ja alles schon , der Interessante Teil kommt ab 14 Min , da gibt er dann ein Interview.

Danke! Das ist dieselbe Präsentation, die er schonmal gehalten hat, oder?

Webinar Presentation - video Link : https://www.youtube.com/watch?v=fQBifjBWQUA

Habe es gefunden: https://youtu.be/K_CuRxxjODc?si=iz4azJDXVDB2UGZZ

Vielleicht hat Vorbildlich ja recht und irgendwann lachen wir darüber, ob man nun bei 0,026 oder 0,022 gekauft hat. :)