Sorry @Lorry2022, I think you neglected to closely read the units column on @horizon3's chart.
Galan's OPEX is for LCE (Lithium Carbonate Equivalent), so the figures are directly comparable.
Another direct comparison is to have to look at the IRR (Internal Rate of Return) figures to see GLN is double that of LKE's.
After tax IRR >40% is a stonker!
Check out this McKinsey article:
https://www.mckinsey.com/industries/metals-and-mining/our-insights/australias-potential-in-the-lithium-market
While focussed on Australia's potential for lithium hydroxide processing, you can look at the OPEX figures they mention and compare to GLN's LCE
Other factors they mention that affect a project's performance and returns include labour/talent and carbon intensity.
GLN's tier 1 personnel and focus on the solar for the bulk of their energy needs are more big ticks in their favour.
- Forums
- ASX - By Stock
- GLN
- General Discussion Banter GLN
General Discussion Banter GLN, page-13846
- There are more pages in this discussion • 1,579 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GLN (ASX) to my watchlist
(20min delay)
|
|||||
Last
19.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $90.04M |
Open | High | Low | Value | Volume |
19.0¢ | 19.5¢ | 19.0¢ | $534.9K | 2.793M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 525942 | 19.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.5¢ | 77760 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 523837 | 0.190 |
5 | 321500 | 0.185 |
13 | 1215638 | 0.180 |
6 | 289639 | 0.175 |
3 | 235500 | 0.170 |
Price($) | Vol. | No. |
---|---|---|
0.195 | 50000 | 1 |
0.200 | 291317 | 6 |
0.205 | 56968 | 2 |
0.210 | 104192 | 6 |
0.215 | 145400 | 4 |
Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
|
|||||
Last
19.0¢ |
  |
Change
0.000 ( 1.20 %) |
|||
Open | High | Low | Volume | ||
19.0¢ | 19.5¢ | 19.0¢ | 1073409 | ||
Last updated 15.47pm 14/06/2024 ? |
Featured News
GLN (ASX) Chart |