What matters is the MC vs EBITDA expectations.SQM currently has a MC of about A$20.8 billion with a trailing 12 month EBITDA of US$400 million.
Kachi project is expected to have about US$520 million EBITDA assuming the PFS Lithium price of $15.5k and 51ktpa production.
With 75% LKE ownership of Kachi that would be about $20.2 billion MC for LKE just based on Kachi, if LKE will have the same P/EBITDA ratio as SQM now.
And there are 4 more projects that LKE could start to assess in the meantime.
Also, the Lithium price could be much higher than $15.5k, it is currently almost double of that amount.
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