“Separately: can’t help but wonder what the financial parties doing their DD think about a study with an assumed 20-year LiOH price of $30K versus current levels of $14K… those IRR/NPV metrics probably look vastly different now.”
Maybe not so different for Vul who has offtakes with contractually fixed Li prices for the full first 5 years of production.
Regarding the market selling Vul down after the April 2023 65:35 funding announcement, I’m sure you don’t need me to post you a chart of the lithium price and sp of lithium developers since that date to realise the correlation.
Ann: European Investment Bank proposed EUR500m ($825m) financing, page-38
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Last
$5.33 |
Change
-0.210(3.79%) |
Mkt cap ! $917.1M | |||
| Open | High | Low | Value | Volume |
| $5.50 | $5.50 | $5.27 | $5.002M | 931.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 10916 | $5.32 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.35 | 12645 | 1 |
View Market Depth
| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
$5.32 |
Change
-0.210 ( 3.40 %) |
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| Open | High | Low | Volume | ||
| $5.47 | $5.48 | $5.28 | 100688 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
| VUL (ASX) Chart |