I am going to try my fast track valuation. Any correction welcome.
All appox numbers
80mt Ore Reserve
7:1 to spodumene
11 MT Spodumene
Current price between 800 and 900 USD
Minus 300 odd cost = 500 USD margin per tonne
meanes life of mine margin USD 5.5B
NPV wit 10% and 25 years LOM USD 1,915B
That is roughly USD 1 per share.
What can change that number:
1. Significant resource upgrade in DFS stage 2
2. Expected higher spodumene prices by the buyer
3. Significant acceleration in production (NPV gets discounted less)
My take: USD 1 would be nice but I doubt it. I guess we end up around USD 0,80.
Disclaimer: I an new to AJM. I bought into Lithium (because I firmly believe in the story) over the past 2 weeks and am long PLS, AJM and SYA
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