Ann: Quarterly Report and Production Guidance/Cashflow Report, page-60

Any good investor can use their calculator now and calculate the NPAT, EPS this year, 2024 and 2025
All the problems we now have can be fixed and they are not something disasters that cannot be fixed. For me, I am following my mentor Buffet once said "focus on fundamentals of the business, be greedy when others are fearful". So my calculations based on this quarter reports are as follows:

1) So many posters were afraid of price ceilings etc based on comments from the usual bs from the known BEOTS. Well, it is proved here that they are wrong. Total receipt from customers is 132212 mil and total shipped is (14774 dso + 5423 ton = 20197ton), so average price we get is 132212mil/20197ton = 6546 AUD, If I am using .70 US = US4582. That is very good price and prove that all BS from them are wrong and just scare tactic.
2. Calculate NPAT now in this year = 6546 - 1416 (total cost + royalties) = 5130 AUD per ton, so total NPAT = 5130 * 20197 = 103 mil. This is very good as the start of producer. EPS = 5 cent.
3. Calculate the NPAT for 2024 assuming the same, we will ship 90K ton = 461 mil ton. EPS = 24 cent, PE = 3 with current price

That is very good but the good news is CXO proves that sale price is still high and mining is not easy. Add with all what just happened in Africa Li (Leo etc that got banned)... Lithium price will be still very high in next 10 years and CXO will be milking $$$. Next producer will be only very few (LTR etc)...

So in my investment, this is good deal for me. All my opinion only and not financial advice.