“please remind me what LKE have to offer a Strategic Partner that hasn’t already been agreed with SK ON?”
I’m interested to know your theories.
SK ON has already made a Strategic Investment in LKE to obtain 25ktpa LCE for 5 years with an option for 5 more. So SK ON offtake optimistically starts in 2028 and could run to 2037.
What does LKE have to offer another Strategic Investor?
Are they going to try and put the wheels back on Target 50ktpa for 2028?
Is that why they didn’t produce a bankable DFS, as they’re going to try and increase production? What does this do to the CAPEX?
Can LKE walk away from the CFA with SK ON ?
Other?
DYOR
Ann: UPDATE ON COST REDUCTION ACTIONS, STRATEGIC PARTNER PROCESS, page-76
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Last
4.2¢ |
Change
0.003(7.69%) |
Mkt cap ! $70.07M | |||
| Open | High | Low | Value | Volume |
| 4.0¢ | 4.3¢ | 4.0¢ | $469.6K | 11.33M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 187089 | 4.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 4.3¢ | 917645 | 11 |
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| Last trade - 16.10pm 07/10/2024 (20 minute delay) ? |
| LKE (ASX) Chart |