CXO 6.59% 9.7¢ core lithium ltd

Ann: Quarterly Report and Production Guidance/Cashflow Report, page-281

  1. SP
    371 Posts.
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    Sharing AKE 2Q performance for Mt Cattlin in WA.
    • Full Year 2023 recovery 49% and only 2Q recovery was up as mining moved into central zones of the main ore body.
    • Overall production cost is US$900 which is similar to CXO A$1200. Could this be the new industry standard given market escalation / CPI
    • Sales concentrate 105,291 dmt @ 5.3 % Li2O is similar to CXO CF24 guidance and at $4000 price would give EBIT ~USD$325M.
    https://hotcopper.com.au/data/attachments/5458/5458948-d71471b7d90eb93ad7cfaa2aef136d63.jpg
    https://hotcopper.com.au/data/attachments/5458/5458954-07fe56ef42d1502af91b95dc3f185037.jpg
 
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9.1¢ 9.8¢ 9.1¢ $1.680M 17.59M

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