LKE
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5.88% 3.6¢ lake resources n.l.

Ann: Investor Operational Update, page-51

  1. Milcom
    825 Posts.
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    19/06/23
    10:05
    Post #: 68353283
    LKE is done and dusted. In a few years time capex will be closer to $2 billion, if direct extraction can even scale up which is doubtful.

    As a lithium bull I do wonder if analysts accounted for LKE production in their supply model. This is 50ktpa that will never come to fruition.
    Last edited by Milcom: 19/06/23
    LKE Price at posting: 47.5¢ Sentiment: Sell Disclosure: Not Held
    Likes Created with Sketch. 11  Upvote
    lightbulb Created with Sketch.  Great analysis
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Last
3.6¢ 		Change
0.002(5.88%) 		Mkt cap ! $60.06M
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