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AKE

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$9.83 allkem limited

Allkem General Discussion, page-2995

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ljcamp

2,774 Posts.

2512

03/02/23

23:13

Post #: 66065397

Originally posted by ljcamp: ↑

I simply cant see how AKE survives. When you factor in the cash in the bank and the ability to lock in a fixed LCE cost for the next X years, it become a mouth watering proposition for any OEM in my opinion. I feel the reason it has not happened yet, is simply due to the extremely technical nature of the operation, its not something that you can simply turn the lights back on and churn out LCE at will. The team and technical expertise involved is is as important (if not more important) than the infrastructure.

Toyota indirectly own 6.16% of AKE or 39,296,636 shares.

kWh 75 Standard EV
1 Li (kg) 8

2 LCE (kg) 42.584

3

4

5 Uncontracted LCE (t) LCE (kg) No. Cars p.a.
6 JB 40,000 40,000,000 939,320
7 SDV S1 + S2 45,000 45,000,000 1,056,735
8 Total 85,000
1,996,055
9

10

11 Olaroz LCE (t) LCE (kg) No. Cars p.a.
12 S1 6,666 6,666,000 156,538
13 S2 16,666 16,666,000 391,368
14 Naraha 7,500 7,500,000 176,122
15 Total 30,832
724,028
16

17
LCE (t) pa 20 year operation
18 Total LCE 115,832 2,316,640
19 Total Cars 2,720,083 54,401,653
20

21 Take over

22 Shares on issue 645,000,000

23 Price Market Cap LCE AU$ Pt LCE US$ Pt
24 $20 $12,900,000,000 $5,568 $3,897.89
25 $25 $16,125,000,000 $6,961 $4,872.36
26 $30 $19,350,000,000 $8,353 $5,846.83
27 $35 $22,575,000,000 $9,745 $6,821.30
28

29
LCE (t) ownership
30 Mount C 25,000 100%
31 Cauchari ? 100%
32 Maria Victoria ? 100%

I read that the Qubec government has a window open to submit questions until the 27th Feb. So much is hinging on this outcome.

If Mount Catlin can hit some nice drill results and upgrade the life of mine, it would be a significant.

Not advice
Expand
so the the head scratcher for me is:

pay market rate for LCE, which may never drop
below us$30k pt?

or

secure your business future and lock in us$5,000 pt plus costs

up to you

I don’t care mate. This is to
cheap so I’ll buy more.

what’s fair value? Hmmm market says? Ok cool.

run ya numbers. Just run them.

sips tea.

long live rusted on longs.

not advice

Last edited by ljcamp: 03/02/23

AKE Price at posting: $13.13 Sentiment: Buy Disclosure: Held

20 Upvote

2 Great analysis

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Add AKE (ASX) to my watchlist

	kWh	75	Standard EV
1	Li (kg)	8
2	LCE (kg)	42.584
3
4
5	Uncontracted	LCE (t)	LCE (kg)	No. Cars p.a.
6	JB	40,000	40,000,000	939,320
7	SDV S1 + S2	45,000	45,000,000	1,056,735
8	Total	85,000		1,996,055
9
10
11	Olaroz	LCE (t)	LCE (kg)	No. Cars p.a.
12	S1	6,666	6,666,000	156,538
13	S2	16,666	16,666,000	391,368
14	Naraha	7,500	7,500,000	176,122
15	Total	30,832		724,028
16
17		LCE (t) pa	20 year operation
18	Total LCE	115,832	2,316,640
19	Total Cars	2,720,083	54,401,653
20
21	Take over
22	Shares on issue	645,000,000
23	Price	Market Cap	LCE AU$ Pt	LCE US$ Pt
24	$20	$12,900,000,000	$5,568	$3,897.89
25	$25	$16,125,000,000	$6,961	$4,872.36
26	$30	$19,350,000,000	$8,353	$5,846.83
27	$35	$22,575,000,000	$9,745	$6,821.30
28
29		LCE (t)	ownership
30	Mount C	25,000	100%
31	Cauchari	?	100%
32	Maria Victoria	?	100%

Allkem General Discussion, page-2995

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