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$9.83 allkem limited

Ann: Lithium carbonate and spodumene concentrate pricing update, page-110

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moderndayyeti

296 Posts.

54

04/04/22

21:44

Post #: 60644018
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Originally posted by Bikesbeersfooty: ↑

My rough calcs are that AKE could generate AU$450,000,000 profit for the June Qtr alone.

That’s based on the expected sales prices as noted and OPEX for Mt Cattlin of US$345/T as per 2021, and OPEX for Olarez taken at $3500/T as per ORE website.

Annualized that’s AU$1.8B. Even applying a PE OF 10 gives a Valuation of $18B and a SP of $28, if sales prices stay at around those levels.

And it doesn’t include future increased production potential.

If my numbers/assumptions are wrong, happy to be corrected.

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nice work - looks epic

AKE Price at posting: $13.31 Sentiment: Buy Disclosure: Held
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0 Great analysis

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