It's great to see that Lilac's technology works well and has delivered proven results with Lake Resources' lithium in brine.
While the technology will certainly give Lake Resources fantastic returns from its Kachi Project, I wonder if Lilac is free to also offer the technology to other brine developers/miners.
If yes, then the competitive edge will also be gained by other miners.
If no, why not? Why would the spread of Lilac's technology be restricted?
Chances are, I think, the technology can be shared with other miners, with the longer-term implication being a sharp rise or even oversupply of lithium.
Has LKE touched on these issues?
Competitive Edge
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Last
26.0¢ |
Change
-0.005(1.89%) |
Mkt cap ! $265.6M | |||
| Open | High | Low | Value | Volume |
| 26.5¢ | 26.5¢ | 25.5¢ | $959.8K | 3.693M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 23 | 905489 | 25.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 26.0¢ | 206088 | 6 |
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| Last trade - 16.10pm 10/05/2021 (20 minute delay) ? |
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Last
25.5¢ |
Change
-0.005 ( 3.92 %) |
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| Open | High | Low | Volume | ||
| 26.5¢ | 26.5¢ | 25.5¢ | 3462149 | ||
| Last updated 15.59pm 10/05/2021 (live) ? | |||||
| LKE (ASX) Chart |