Lithium Related Media Articles, page-22637

..and all the posers about possible takeovers from Gina, Germany, Saudi, etc

..all to lure new buyers and hoping holders don't sell

..I only post articles and provide my views. Many of you know the macros are unflattering and that is the biggest issue weighing on lithium stocks. Zuleta himself said the issue is demand.

Below are numbers you should consider. The expense figures are from Bell Potter.

Bell Potter uses $1400 while UBS at $1,075. NPAT for 2025 on this basis is -$28m or $125m.

	Column 1	Column 2
0		2025
1	SPOD PRICE ASSUMPTION	$    1,075
2	TANTULUM PRICE(US/LB)	$ 84
3	SC6 SALES (TONS)	325,000
4	TANTULUM SALES 30% (TONS)	339
5	SC6 REVENUE (MIL)	$    349
6	TANTULUM 30% (MIL)	$ 57
7		$    406
8		$ 0.69
9	AUD REVENUE (MIL)	$ 588.88
10	OPERATING EXPENSES	$   (540.00)
11	DEPN & AMORTISATION	$ (45.00)
12	NET INTEREST EXP	$ (32.00)
13	NPBT (MIL)	$ (28.12)
14	NPAT (MIL)	$    (28)

	Column 1	Column 2
0		2025
1	SPOD PRICE ASSUMPTION	$    1,400
2	TANTULUM PRICE(US/LB)	$ 84
3	SC6 SALES (TONS)	325,000
4	TANTULUM SALES 30% (TONS)	339
5	SC6 REVENUE (MIL)	$    455
6	TANTULUM 30% (MIL)	$ 57
7		$    512
8		$ 0.69
9	AUD REVENUE (MIL)	$ 741.96
10	OPERATING EXPENSES	$   (540.00)
11	DEPN & AMORTISATION	$ (45.00)
12	NET INTEREST EXP	$ (32.00)
13	NPBT (MIL)	$ 124.96
14	NPAT (MIL)	$    125
15
16	NO OF SHARES (MIL_	2,440
17	PRICE	$ 1.40
18	MARKET CAP (MIL)	$    3,416
19	PE MULTIPLE	27.34