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21.5¢ piedmont lithium inc.

Ann: Corporate Presentation, page-4

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dawgfather

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28/02/24

09:10

Post #: 72635216
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Originally posted by Wazz101: ↑

why do you say that AY?

Cash on hand USD72m and capex in H1 / H2 Fy24 of a max of $52m with some of it possibly spent by now.

The Ewoyaa FID is due per the ppt by 2025. So yes, they will need some sort of funding if the FID is to build and fund it, rather than any type of carve out.

In the current climate, I would have thought that is subject to some extensive analysis and possible deferral with current pricing and to me, would likely be deferred ?

Don't you reckon?

I read it more of an update saying things are well on track and they are going better than the SP implies??

Wazz

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They're pretty much screwed if lithium prices don't rebound significantly throughout 2024. This isn't even the worst outcome. If SYA went into C&M at NAL, that would really be a disaster.

A CR into a short term lithium rebound is probably the safest option.

PLL Price at posting: 19.0¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last 21.5¢		Change -0.005(2.27%)		Mkt cap ! $91.16M

Open	High	Low	Value	Volume
22.0¢	22.0¢	21.5¢	$148.4K	684.2K

Buyers (Bids)

No.	Vol.	Price($)
6	112558	21.5¢

Sellers (Offers)

Price($)	Vol.	No.
22.0¢	195587	10

View Market Depth

No.	Vol.	Price($)
6	112558	0.215
16	512458	0.210
12	622710	0.205
18	510611	0.200
10	544898	0.195

Price($)	Vol.	No.
0.220	195587	10
0.225	286472	3
0.230	381196	5
0.235	120293	5
0.240	351412	11

Last trade - 11.18am 27/05/2024 (20 minute delay)


Last 21.5¢			Change -0.005 ( 2.27 %)
Open	High		Low	Volume
21.5¢	22.0¢		21.5¢	198113
Last updated 11.45am 27/05/2024 ?

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