RE:RE:Global Lithium Podcast #72Podcast follow-up
Yes, Blaggers lots of important points covered in this discussion.
Can David Buckley be our spokes person? lol
This small pitch from David is a huge reminder of why I’m here. Also, it’s a stark reality on how little our management seem interested in communicating to the markets about what we represent.
There is so much in this Podcast that speaks to industry challenges but also why “Rose” success is important to the "whole Industry"!
All of the tier 1 auto makers (TSLA, BMW, VW, GM etc) need what we have:
We are sustainable,
Can produce consistently high quality at low end of cost curve,
Security of supply in a safe jurisdiction,
Very small carbon foot print with our cheap hydro-electric power and, if we’d switched to all-electric heavy equipment would be even better.
Would be the cleanest environmentally friendly hydroxide available if we were producing today.
If we could package this up into a promo piece we might be participating more in this Li stock resurgence.
The podcast noted there is very small set of very knowledgeable talent to draw from in the Lithium business. As the saying goes “Lithium is a chemical business with a mining component” We had David, we have Haber and Brune, all respected within the industry from Rockwood and Chemtail days who know the chemical aspects of this business. Given these are the folks that have designed our flow sheet to produce this extremely elegant and extremely environmentally clean process speaks volumes about the experience we have in this regard.
In one interview he shows why Rose is a key high quality project if we take it all the way to Hydroxide production. From what I understand this isn’t new tech either David said the concept has been around in the industry for quite a while (producing carbonate) but realized you can then do a similar thing and with a single follow up step get to Hydroxide.
With all the action going on in other names in the market right now it is so frustrating that other junior stocks are moving based on drilling, bench scale testing, pilot plants, met testing, new players looking at unproven new tech approaches (Standard Lithium DLE), etc.). while our share price is stuck in the mud. We completed all of that stuff almost 3 years ago now, can’t even remember when this flow sheet design was completed. The markets have forgotten us, and our share price doesn’t represent all the work done.
JSL package all this up into a virtual road show and get us moving again, the internet still works during this pandemic lock down - So even if you can't fly around the world looking for financing as stated in the last update, you can still keep the market excited and interested in what we are doing.
cheers all