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lithium australia - Initiation Report June 2016

8 Videos - Jun 2016


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Summary - Initiation Report June 2016

Analysis of Lithium Australia (LIT:ASX) as an investment opportunity, including:

  • Investment & risk assessment;
  • Technology overview (Sileach);
  • Project locations; and
  • Lithium analysis – supply, demand & pricing

TSI Analysis - Investment Analysis

Analysis of Lithium Australia as an investment opportunity and the aspects we believe will support and potentially improve the long- term growth potential of the company, including:

  • Lithium market – future demand;
  • Different strategy – chemical producer not a miner/explorer; and
  • Extensive land-holdings.

TSI Analysis - Risk Assessment

Presenting the key risks we currently associate with Lithium Australia, including:

  • Technology – stage of development; and
  • Lithium market.

Operations - Sileach – Processing overview

This review explains how the Sileach process works, highlighting:

  • Sileach™ as a cheaper alternative for the recovery lithium from hard rock mining sources such as spodumene, and other silicates.
  • The elimination of roasting as well as allowing for the recovery of additional by-product credits.

Operations - Sileach – Costs benefits

The key  benefits of the Sileach process is that no roasting is required. Roasting is one of the most expensive aspects of traditional recovery of lithium due to the significant power requirement.  This also allows for the recovery of additional by-product credits.  This analysis looks at:

  • the current cost curve for lithium products; and
  • the potential of Sileach

Operations - Project location

  • To ensure the company has long term feedstock for their Sileach technology, Lithium Australia has acquired numerous prospective lithium tenements around the world, both in their own right, as well as through the development of numerous strategic alliances.
  • This has seen Lithium Australia have rights to use their sileach technology on numerous projects both in Australia and Mexico.

Technology, Product & Market - Lithium – Pricing

A review of the current and long term pricing potential for lithium chemicals.

  • Like many other specialty metals, there is no exchange traded market for the various lithium chemicals that are produced.
  • The price for Lithium chemicals are generally set in confidential negotiations between producers and end customers, where quantity and price is set usually on an annualised basis

Technology, Product & Market - Lithium – Supply & Demand

Detailed review of the fundamentals of lithium, including:

  • Sources & uses;
  • Supply – Current & future;
  • Demand – Current & future;
  • Unique pricing characteristics.

All Videos for lithium australia - Initiation Report June 2016

Summary

Initiation Report June 2016

Analysis of Lithium Australia (LIT:ASX) as an investment opportunity, including:

  • Investment & risk assessment;
  • Technology overview (Sileach);
  • Project locations; and
  • Lithium analysis – supply, demand & pricing

TSI Analysis

Investment Analysis

Analysis of Lithium Australia as an investment opportunity and the aspects we believe will support and potentially improve the long- term growth potential of the company, including:

  • Lithium market – future demand;
  • Different strategy – chemical producer not a miner/explorer; and
  • Extensive land-holdings.

Risk Assessment

Presenting the key risks we currently associate with Lithium Australia, including:

  • Technology – stage of development; and
  • Lithium market.

Operations

Sileach – Processing overview

This review explains how the Sileach process works, highlighting:

  • Sileach™ as a cheaper alternative for the recovery lithium from hard rock mining sources such as spodumene, and other silicates.
  • The elimination of roasting as well as allowing for the recovery of additional by-product credits.

Sileach – Costs benefits

The key  benefits of the Sileach process is that no roasting is required. Roasting is one of the most expensive aspects of traditional recovery of lithium due to the significant power requirement.  This also allows for the recovery of additional by-product credits.  This analysis looks at:

  • the current cost curve for lithium products; and
  • the potential of Sileach

Project location

  • To ensure the company has long term feedstock for their Sileach technology, Lithium Australia has acquired numerous prospective lithium tenements around the world, both in their own right, as well as through the development of numerous strategic alliances.
  • This has seen Lithium Australia have rights to use their sileach technology on numerous projects both in Australia and Mexico.

Technology, Product & Market

Lithium – Pricing

A review of the current and long term pricing potential for lithium chemicals.

  • Like many other specialty metals, there is no exchange traded market for the various lithium chemicals that are produced.
  • The price for Lithium chemicals are generally set in confidential negotiations between producers and end customers, where quantity and price is set usually on an annualised basis

Lithium – Supply & Demand

Detailed review of the fundamentals of lithium, including:

  • Sources & uses;
  • Supply – Current & future;
  • Demand – Current & future;
  • Unique pricing characteristics.
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