I do like this from the DFS...
Pricing
• Adopted lithium price forecasts from Benchmark Minerals, as depicted in Section 7 (Lithium
Market). Anson has assumed the base lithium carbonate price forecast, with a long-term
price assumption of ~US$19,000 per tonne of battery grade lithium carbonate for the
purposes this economic analysis.
• Anson notes that current Lithium Carbonate prices, ~US$70,000 per tonne, well exceed
market forecasts.
Using US$19k/t in the initial pricing leaves a hell of lot of upside imo.
OPEX only US$4400/t = a license to print money
I do like this from the DFS...Pricing• Adopted lithium price...
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Mkt cap ! $161.0M | |||
| Open | High | Low | Value | Volume |
| 11.5¢ | 12.5¢ | 11.3¢ | $234.9K | 1.963M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 286458 | 12.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
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| 12.5¢ | 938553 | 11 |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
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| 11.3¢ | 12.5¢ | 11.0¢ | 1221669 | ||
| Last updated 15.53pm 03/05/2024 ? | |||||
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