AKE 0.00% $9.83 allkem limited

Ann: Allkem and Livent to merge - presentation, page-270

  1. niu
    1,638 Posts.
    lightbulb Created with Sketch. 578
    Note: there is a mistake in your table: Livent plans 100.000 ktpa for Hombre Muerto

    Oops. Good pick up on Hombre Muerto - a couple of cells I hadn't filled across on HM phase 2
    https://hotcopper.com.au/data/attachments/5272/5272274-bd3dd71ac4225b9f510c91e7666998a6.jpg


    James Bay vs Whabouchi - I'm not sure that I can see a much larger resource
    Whabouchi has Measured and Indicated resource 37.5 MT at 1.48% vs Indicated of 40.3 at 1.4% at James Bay
    Strip ratio is a little better 2.95 at Whabouchi and 3.5 at James Bay
    Whabouchi max pit depth 224m vs 260 at James Bay

    But now AKE have the big new NW zone extension at James Bay and a new resource estimate due mid year.
    Meanwhile, the Livent interest at Whabouchi is 50% - yes, they believe they will increase their interest, but that is not in the bag at this time

    The Nemaska resource detail below from the 2018 NI 43-101 (I was looking at a different source yesterday with slightly different M&I numbers and appears to have omitted the below pit inferred resource )
    https://hotcopper.com.au/data/attachments/5272/5272307-aba9120f6346c830359c025be7213892.jpg

    https://hotcopper.com.au/data/attachments/5272/5272353-9179914fbfad53e9100560a2c54dc4d4.jpg








 
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