AKE 0.00% $9.83 allkem limited

Allkem General Discussion, page-4771

  1. 2,774 Posts.
    lightbulb Created with Sketch. 2512
    at $6.1b market cap

    GXY assets proportionate to current market cap:

    x0.569

    = $3.5b
    less cash $500m

    approx aud$3b

    producing asset mount Cattlin
    SDV nearing mechanical completion
    James bay final stages of environmental approvals

    therefore:

    Olaroz stage 1 and 2 cachauri
    naraha

    $2.6b

    less cash $400m
    aud$2.2b

    liontown take over offer at $6.6b
    Azure take over offer at $1.6b


    im sorry but if the isn’t a buy back announced from either AKE or Livent or both then they are not fairdinkum and what is communicated in the calls and quarterly regarding market fundamentals are hot air.

    when have bucket loads of cash, start buying because I don’t see better return on capital than on our existing assets.

    not advice.


    Last edited by ljcamp: 01/11/23
 
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