INR 4.55% 23.0¢ ioneer ltd

External News & Commentary, page-2014

  1. fup
    1,126 Posts.
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    why would they discuss it? because it removes uncertainty. we are left guessing as to what the funding gap is. at the moment its about ~400M USD based on the broker report. who knows what it actually is? well management probably have the best idea and they aren't telling us. so what lithium prices are higher vs. DFS so are funding costs and capex (and probably opex). how is it all balancing out?

    on one hand you say the final permit derisks the project but on the other hand you don't care when it comes. so without the final permit there is a longer period of risk and you are ok with that by your statement (time value of money means nothing to you clearly).
 
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