Piedmont have just released a set of financials for a hydroxide plant with throughput of 196kt of Spod. This is the sort of scale that Core's could be considering. The estimated capital cost is US$500m + contingency. As expected, multi-billion NPV's. While the steady-state LiOH production cost looks high, it includes buying Spod at US$1,200/t (making up $8,053 of the $10,630 AISC).
Given the forecast out-year perpetual deficit and the current spot rates, the pricing used is conservative at around a third of current spot prices.
- Forums
- ASX - By Stock
- CXO
- Ann: Core and Tesla execute Binding Term Sheet for Lithium supply
Ann: Core and Tesla execute Binding Term Sheet for Lithium supply, page-236
-
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CXO (ASX) to my watchlist
|
|||||
Last
8.8¢ |
Change
0.002(2.33%) |
Mkt cap ! $190.1M |
Open | High | Low | Value | Volume |
8.4¢ | 8.9¢ | 8.2¢ | $1.391M | 16.20M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 245781 | 8.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
8.8¢ | 434146 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
9 | 210897 | 0.087 |
3 | 315975 | 0.086 |
5 | 341361 | 0.085 |
29 | 346032 | 0.084 |
8 | 1598483 | 0.083 |
Price($) | Vol. | No. |
---|---|---|
0.089 | 1028888 | 11 |
0.090 | 1723077 | 38 |
0.091 | 594408 | 10 |
0.092 | 896944 | 7 |
0.093 | 483850 | 5 |
Last trade - 13.48pm 26/06/2024 (20 minute delay) ? |
Featured News
CXO (ASX) Chart |