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Thanks @TroydtI'm looking forward to seeing the bankable model...

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blakesley

341 Posts.

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03/08/23

12:18

Post #: 69135396
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Originally posted by Troydt: ↑

The ore included in this reserve estimate does not include the "at surface material" for Yarrabubba" and the proven category is 1.1 million tonnes at 0.96%.

There is a mineral reserve estimate due inline with the bankable model which will blow the above numbers out of the water.

The life of mine operating expenses will go down significantly. and the average annual EBITDA will increase to slightly over $200 million depending if they include the down stream forecast electrolyte sales.

I am currently working through the numbers myself it is just taking me a bit longer than I hoped.

I suspect Yarrabubba can also be extended from 9;5 years to over 20 years and fill in the production profile significantly.

The numbers above are a worst case scenario

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Thanks @Troydt

I'm looking forward to seeing the bankable model when released.

Do you think the timelines quoted for first production in 2025 are still achievable (assuming we get EPA approvals in a reasonable time) if we are now looking to make FID in 2024?

Just trying to figure out likely time frames for when we'll start seeing divvies in line with or greater than the current share price.

Cheers

TMT Price at posting: 27.5¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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