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Firein10

643 Posts.

106

09/04/22

16:11

Post #: 60759428
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Originally posted by ljcamp: ↑

So what I’m thinking is; what would be going through OEM executive teams heads at the moment, given spot carb at us$75k per tonne

panic that’s what….

say by 2026 Ake are pumping out 150k pa
even at say 20 years is approx 3m tonne LCE

an OEM could pay aud$15b for ake which would equate to approx aud$5,000 per tonne per LCE.

stretch out to 40 years at 150k t pa and it’s half again.
this doesn’t include current capex
or future upgrades to the annual production, which clearly will happen over time based on the resource base.

Anyway you get the picture.

it beats paying us$35k - $45k pt

not advice

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I agree. OEMs will start buying. It only takes one and hopefully it's a hostile take over. Eventually there'll producers will be bought at a premium. When that happens, I know that my shares are fully valued.

AKE Price at posting: $13.09 Sentiment: Buy Disclosure: Held
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Fundamentals, page-5

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