To be honest, very attractive economics for DLE miners. Interesting to see how the market reacts to this result.
VUL
Market cap: A$480M
production rate: 24ktpa LHM
capex: US$1.65B
opex: US$4500
first production: 2025
LKE
Market cap: A$180M
production rate: 25ktpa LCE
capex: US$1.4B
opex: US$6000
first production: Q1 2028
AZL (for comparison, we use figures for 26ktpa LCE)
Market cap: A$120M
production rate: 26ktpa LCE
capex: US$990M (290+70*10)
opex: US$2819
first production: H1 2025
Ann: Prairie Lithium PFS Confirms Extremely Low Operating Cost, page-43
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Last
2.0¢ |
Change
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Mkt cap ! $89.47M | |||
| Open | High | Low | Value | Volume |
| 2.1¢ | 2.2¢ | 2.0¢ | $155.3K | 7.284M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 2365384 | 2.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.1¢ | 585419 | 4 |
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| AZL (ASX) Chart |