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$7.28 kalium lakes limited

News: KLL Kalium Lakes Ltd Says Overall Beyondie Sop Project Is 75% Complete, page-37

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Panda7

10,464 Posts.

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19/12/20

09:49

Post #: 49698514
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Originally posted by sevo: ↑

I know they use 0.73 in the BFS and FEED but following the $60M blow out they revised their financials as per the May presentation. Read it closely.
They revised down the Fx and the SOP price to produce updated financials.
If they achieve a higher SOP price than they have modelled that's great as is the higher output that you have suggested. The fact remains their Fx is now modelled on 0.65.

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yeah but when they start producing in April fx will be 0.75 and SOP price circa US$633/t. So around AUD$844 / tonne. You are assuming the SOP price hasn't moved in $US terms whilst the exchange rate has. Plus they are going to be selling an additional 10ktpa imo to 100ktpa.

Last edited by Panda7: 19/12/20

KLL Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
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