CXO 5.26% 10.0¢ core lithium ltd

Ann: First Full-year Profit as a Lithium Producer, page-15

  1. 31 Posts.
    lightbulb Created with Sketch. 20
    Mate, let me help you understand it better

    Reg. FY 2025 : They did mention about it, "While definitive guidance cannot be provided at this point, we are working on improving recoveries which would make FY 25 forecast better than FY 24, in the event that recoveries cannot be improved then there might be a 3 month gap in mining due to stock piling on ROM pad. They mentioned they are also working to increase the stock pile to avoid this scenario"

    Reg Pricing: Achieved US 4163, C1 costs A 1155. The discrepancy is because costs are in A$ and sales are in US$. Don't see any issue here.

    Production Vs Sales: Sales is 10k more because we have 10k of SPOD from previous year.

    Reg weather forecast: They already have measures in place for water management, they are just cautious to avoid last year issues. No one can predict floods and then El Nido was officially declared which means less rainfall and higher temperatures.


 
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