LKE 2.78% 3.7¢ lake resources n.l.

Ann: Investor Operational Update, page-316

  1. 2,812 Posts.
    lightbulb Created with Sketch. 1620
    heres the difference
    https://hotcopper.com.au/data/attachments/5399/5399594-5c7e15d1bdfc6150edfdc809c448ef4c.jpg
    so 1ktpa less per year, half the CAPEX, revenue next year.. plus the article is about offtake agreements and a strategic investment, LKE literally already have that in the form on 2 MOU's with SKon and WMC, investment from both as part of the conditional framework with each to acquire around 10% of LKE, this was at around $1 which noone would pay today and after the update, if both acquired 10% today it would net LKE around 88m AUD (60m USD) which is just 4% of CAPEX and increase the SOI by 27%

    Last edited by MrFaargs: 04/07/23
 
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