Ann: Quarterly Report and Production Guidance/Cashflow Report, page-142

i read through alot of the chat - no much analyse of practical calculation on future estimate.

Can others provide different situation calculation to see if I am missing anything in my numbers


I have based on estimate projected scenarios

In each example I have:
* Decrease production and also reduced Li future price and my worst cast scenario at the bottom still show cxo making a profit.

This dumping today is an over reaction - suggesting that cxo costs had blown out and there was little to mine and it is making a loss and Lithium price just dropped by 50%....... this reaction by the market has to be influenced by the shorts..... not a normal reaction to negative commets of less production in 2025 by ceo.

OR - is there further information that we dont know and shorts know about????

			current price
			SUSD $4,840/dmt = 7188.22aud
ton produced
80,000		1,416	per tonne including royalties	113,280,000
				-
80,000		5,300	conservative price in future	424,000,000
				310,720,000
			current price
			SUSD $4,840/dmt = 7188.22aud
ton produced
70,000		1,416	per tonne including royalties	99,120,000
				-
70,000		4,850	conservative price in future	339,500,000
				240,380,000
			current price
			SUSD $4,840/dmt = 7188.22aud
ton produced
60,000		1,416	per tonne including royalties	84,960,000
				-
60,000		4,000	conservative price in future	240,000,000
				155,040,000
			current price
			SUSD $4,840/dmt = 7188.22aud
ton produced
50,000		1,416	per tonne including royalties	70,800,000
				-
50,000		3,500	conservative price in future	175,000,000
				104,200,000