GLN

3.03%

17.0¢ galan lithium limited

Ann: Presentation - RIU Fremantle, page-95

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Lorry2022

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14/02/24

23:49

Post #: 72412429
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Originally posted by daando37: ↑

it is an advantage to always protect yourself on the downside when making investment decisions. unfortunately, i still don't have access to a laptop at the moment, which makes editing in excel difficult. i will show you below what led me to the numbers. thanks for the tip about the tax rate!

if i use the numbers you mentioned (which are presumably supposed to represent the lower end of the product sales
prices) and add a logical increase in the cost of

sales then this happens:

in my previous assumptions, i calculated that around half of capex would have to be taken out as a loan with an interest rate of 10%.

i absolutely cannot see a p/e of 30 as suggested here given the current economic data. i think even a ratio of 15 is uneducated.

i generally add 4% depreciation to my models. this probably leads to further confusion, which is why i didn't take this into account.

a not too detailed assumption is the following:

maybe the path is unconventional. in the calculation shown, i take the annual npat and multiply it by the p/e ratio 15. from this i get an assumed market cap in production. thanks to hoopz's, i remembered the percentage values of the individual production steps in his tables. i have also included a discounted value of the market cap. in my model i assume 50% debt and 50% shareholder dilution. that's why i have one sp with the current soi and one with newly issued shares.

i'm always open to questions and suggestions. please always dyor. these are just numbers. no financial advise.

Expand

Great stuff!

Please send all your analyses to GLN MD, CFO and directors. GLN management team should study it so that they can compare how much dilution & debt to be a TINY producer of 5.4kt LCE in 2025 vs. stop construction asap and wait for the next lithium booming to fund the project much easier and more favorably.

In case there is no value creation debt facilities for GLN, why not finetune the planned way?

GLN Price at posting: 28.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 17.0¢		Change 0.005(3.03%)		Mkt cap ! $80.57M

Open	High	Low	Value	Volume
17.0¢	17.0¢	16.5¢	$420.7K	2.493M

Buyers (Bids)

No.	Vol.	Price($)
5	334361	17.0¢

Sellers (Offers)

Price($)	Vol.	No.
17.5¢	259700	6

View Market Depth

No.	Vol.	Price($)
5	334361	0.170
11	1106201	0.165
20	1635021	0.160
8	1790439	0.155
14	608123	0.150

Price($)	Vol.	No.
0.175	259700	6
0.180	164433	6
0.185	120000	2
0.190	72077	3
0.195	77600	4

Last trade - 16.10pm 28/06/2024 (20 minute delay)

GLN (ASX) Chart

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