As @Brainwave1 noted these are totals over 4 years. The processing plant can process approximately 1MT/year which yields around 175kt spod on average over life of mine. I use the all in sustaining cost for cost calculations as it includes royalties and sustaining CAPEX = $539/t
175000 x 5000-539 = approx USD $780M
Big unknowns:
- Offtake agreement pricing - likely some solid discounts for partners
- UG mine development capex and pre-strip to be funded by cashflow - costs likely to fluctuate
- Li pricing - obviously
Extras
- Spod Fines: we're planning to ship a secondary product with lower Li2O content. That should equate to a low double digit million/qtr at current pricing
Any way you slice it CXO looks like it'll be printing cash soon, but I'm a fan of the acceleration efforts on both the BP33 front and exploration.
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Last
10.5¢ |
Change
-0.005(4.55%) |
Mkt cap ! $225.0M |
Open | High | Low | Value | Volume |
11.0¢ | 11.3¢ | 10.5¢ | $1.015M | 9.421M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
101 | 7932924 | 10.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
11.0¢ | 1975375 | 18 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
101 | 7932924 | 0.105 |
177 | 9235001 | 0.100 |
8 | 298868 | 0.099 |
7 | 109339 | 0.098 |
5 | 107228 | 0.097 |
Price($) | Vol. | No. |
---|---|---|
0.110 | 1975375 | 18 |
0.115 | 2198772 | 25 |
0.120 | 7158563 | 56 |
0.125 | 4559735 | 62 |
0.130 | 3840170 | 56 |
Last trade - 16.10pm 07/11/2024 (20 minute delay) ? |
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