Enlighten me.
PLL entitled to 113mt of SPOD at a ceiling price of US$900/t. Guidance is 144mt, which means if new nameplate is hit, SYA gets 31mt (22% of total production).
Current production cost for 5.4 Li2O is US$793 * excluding freight and royalties (so 78% of SYA's output will be sold at cost basically).
If on target, and let's be honest, when have they honestly hit a target that hasn't been obfuscated, they would get 31mt per FY. At current spot prices, would net $52M in revenue, potentially $30M in profit. Is that big enough to cover ongoing annual exploration, downstream ambitions, issues as they arise?
We're trading at a significant premium to our actual EBITA.
Enlighten me.PLL entitled to 113mt of SPOD at a ceiling price of...
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Last
1.5¢ |
Change
-0.001(6.25%) |
Mkt cap ! $173.1M | |||
| Open | High | Low | Value | Volume |
| 1.5¢ | 1.6¢ | 1.4¢ | $278.0K | 18.62M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 133 | 39496808 | 1.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.5¢ | 3931420 | 10 |
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| Last trade - 16.10pm 23/06/2025 (20 minute delay) ? |
| SYA (ASX) Chart |