Capital cost inflation on projects like Kachi is running at 15 per cent, and then there are supply chain issues, and labour shortages.
IMO the DFS Capex will come in at circa US$1.1 billion.
That’s AU$1.575 billion.
Even if UKEF can bind funds (not MOU) @ 70% = AU$1.1 billion.
Leaving LKE with AU$475 million.
Less Lilac - AU$50 mil
Leaves AU$425 mil
LKE don’t have it!
Experimental tech, unproven at scale, no data provided to date.
There’s a CR coming!!
IMO DYOR
Ann: Application for quotation of securities - LKE, page-20
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