Lucky, all I can do is repeat facts:
- Unlike everyone else in the space, LKE commissioned a 'bespoke' study from a consultant (i.e. paid them) to come up, via unknown parameters, with a long-term LCE price of US$33,000/t for the life of mine.
- Other similar companies have used the consultant's own studies (i.e. not paid for their own 'special version'), and these all tend to have long-term LCE prices between US$18,000 to US$22,000 (from memory), almost 50% lower.
- The 2023 LKE Annual Report showed how heavily the KMP were incentivised to get a DFS released in 2023, a 40% weighting (see image below)
- LKE consistently have been spending almost US$10M on corporate/admin/staff costs each quarter: far, far higher than any of their peers.
If you can't follow what is happening here.... sheesh.![]()
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Open | High | Low | Value | Volume |
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22 | 3465207 | 0.037 |
31 | 1898518 | 0.036 |
38 | 4511329 | 0.035 |
9 | 911486 | 0.034 |
Price($) | Vol. | No. |
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0.040 | 1326661 | 14 |
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