”even if that’s correct”… it’s literally a table from within their report. Based on the last three raises their average discount rate to access capital was ~14%. Price assumptions in the DFS are currently 2x spot. Reworking the numbers using a 30% lower lithium price and a 12% discount rate is far more accurate than their bullish assumptions.
Problem is, the NPV drops to C$635M but the capex stays at C$962M. Who’s gonna finance that?
Ann: Moblan Lithium Project Definitive Feasibility Study, page-109
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Last
3.6¢ |
Change
0.002(5.88%) |
Mkt cap ! $370.5M | |||
| Open | High | Low | Value | Volume |
| 3.4¢ | 3.7¢ | 3.4¢ | $2.402M | 67.37M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 8880005 | 3.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.6¢ | 3759224 | 17 |
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| Last trade - 16.10pm 14/11/2024 (20 minute delay) ? |
| SYA (ASX) Chart |