This is the one ive been looking at for the merged group
some very conservative long range metrics being used in the calculations
Li price 788 FOB after royalties average,,,currently getting836
AUD exchange rate to USD is fixed at 75, obviously I cant forecast 9 years, but near term, next one or two year most majors have AUD below 75, below 75 increases their average EBITDA
PRICE for TA,,,they all say in their report that they average 129 to 150 USD per LB( or something like that),,,they are using only 70
This model doesn't take into account and resource upgrades which they have said they are working on which would extend life of mine and increase EBITDA
they are looking for average of 185000 TPA production PA average
Li price forecast after royalty is 788..……….currently getting 836USD (880-5%)
note no report seems to say there is a problem with salty water
TAW Price at posting:
31.5¢ Sentiment: Hold Disclosure: Held