March refreshed PFS gave post tax NPV8 of US$1.58bn assuming 25,500 tpa and price of US$15,500. This equates to around A$2.1bn and $1.80 per share.
Using 50,000 tpa and price of $18,594 (which is what GLN used in their recent updated PEA - and this is still below Roskill's long term price forecast of $25,000, which in turn is far below current spot prices of +$30,000) gives post tax NPV8 of around US$3.75bn, or A$5.0bn or $4.20 per share.
If DFS uses these sorts of figures, and is published around mid 2020, then share price is likely to be around 70% of the NPV ie should be around $3.00 in 6 - 9 months. (not including upside for Cauchari or Olaroz)
- Forums
- ASX - By Stock
- Ann: Kachi Drilling Reinforces Doubling Lithium Production
March refreshed PFS gave post tax NPV8 of US$1.58bn assuming...
- There are more pages in this discussion • 68 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LKE (ASX) to my watchlist
(20min delay)
|
|||||
Last
5.0¢ |
Change
-0.002(3.85%) |
Mkt cap ! $83.98M |
Open | High | Low | Value | Volume |
5.1¢ | 5.2¢ | 5.0¢ | $96.52K | 1.902M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
48 | 2165058 | 5.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.1¢ | 171985 | 22 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
48 | 2181113 | 0.050 |
13 | 995540 | 0.049 |
18 | 1178074 | 0.048 |
8 | 1035197 | 0.047 |
9 | 1066000 | 0.046 |
Price($) | Vol. | No. |
---|---|---|
0.051 | 171986 | 22 |
0.052 | 1081183 | 18 |
0.053 | 917732 | 11 |
0.054 | 1360015 | 12 |
0.055 | 339188 | 15 |
Last trade - 15.48pm 18/06/2024 (20 minute delay) ? |
|
|||||
Last
5.0¢ |
  |
Change
-0.002 ( 1.96 %) |
|||
Open | High | Low | Volume | ||
5.2¢ | 5.2¢ | 5.0¢ | 2308322 | ||
Last updated 15.56pm 18/06/2024 ? |
Featured News
LKE (ASX) Chart |
The Watchlist
SS1
SUN SILVER LIMITED
Gerard O'Donovan, Executive Director
Gerard O'Donovan
Executive Director
SPONSORED BY The Market Online