This looks like already including AKE revenue. Total LCE is just about 13,000 kt.
Some questions are:
1. Given most of other projects are not even started yet, e.g. James Bay, is it realistic to expect 40kt from it by 2026?
2. Further CAPEX US$1.6b, with current net debt of US$110m, that means the company could be bearing debt between US$1.5-2b, depends on Lithium prices. Basically all CAPEX funds will be from borrowing. With current $472m cash + $700m expanded loan, the shortfall will be $430m.
3. How to explain $73.7m gross income vs $53.8m income tax?
This looks like already including AKE revenue. Total LCE is just...
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Last
$8.05 |
Change
-0.170(2.07%) |
Mkt cap ! $2.358B | |||
| Open | High | Low | Value | Volume |
| $8.15 | $8.16 | $8.02 | $10.01M | 1.240M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 148 | $8.05 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.09 | 1496 | 2 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| LTM (ASX) Chart |