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50.5¢ leo lithium limited

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Kikker1959

10,731 Posts.

4414

09/05/23

12:12

Post #: 67676794
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Originally posted by 8horse ↑

LTR $6B Vs LLL $0.7B;
Annual production capacity, LLL average shared capacity will be 50%, or more if the stage 2 expanding to 1Mtpa spodumene concentrates as Simon mentioned today.
If were in WA, LLL would be valued at $3B (over 4 times upside). Then how much geopolitical discount you would apply? Just have a look at other African ASX companies, not much, but LLL's discount is ridiculous, imo.

I believe the stage 2 expansion to 1Mtpa SC6, must be requested by Ganfeng, as they are desperate for spodumene concentrates to meet their long term plan (Grow from current annual lithium production capacity 120Ktpa LCE in 2022 to 300Ktpa LCE in 2025, further to 600Ktpa LCE in 2030, self-sufficiency rate from 40% in 2022 to 70% within next few years. That requires massive lithium materials from Ganfeng.

All imo.

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Horse you keep saying the discount between LLL and WA explorers is ridiculous. However the market prices LLL, what has the market consistently got wrong, or are you forgetting a set of risk that the market sees and you do not?

LLL Price at posting: 61.0¢ Sentiment: None Disclosure: Not Held
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