@Rotane
About 16 cents per share (give or take) is what I’ve previously estimated for the 2 ktpa operation up and running at current prices.
But your logic applies equally to every lithium developer out there. Stellantis obviously see value in ALE given their US$90m investment, yet they don’t have a JORC resource, let alone a plant.
As far as AGY goes, the extra progress (relative to peers) is accounted for in the share price. There’s about $150m extra value ascribed to AGY right now when compared to ALE, hence it’s sitting pretty close to fair value given the issues with commissioning….
Ann: Rincon Lithium Project - EIA Approval Granted, page-298
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