LLL 0.00% 50.5¢ leo lithium limited

From the update...

  1. 6,732 Posts.
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    From the update DFS:
    https://announcements.asx.com.au/asxpdf/20211206/pdf/453thn0vcvj5l1.pdf

    Royalties = 4.3% of gross revenue, or 6% of Royalty base price.
    This is calculated at US$46.3/t(DFS C3 costs)

    Transport costs = US$98/t concentrate, inclusive of port charges, (DFS C1 costs)

    Furthermore, nominal payloads have increased by 32% (38 tonnes to 50 tonne) and road conditions being better than expected will reduce absolute truck numbers required and potentially generating enhanced cost efficiencies.
    ~ a potential for further cost reductions?, with the price of diesel trending down.

    https://hotcopper.com.au/data/attachments/5899/5899391-de250d48da3b206779e9a9af5f907f6c.jpg


    https://hotcopper.com.au/data/attachments/5899/5899205-4c886a97d264b28c30605f3d6277ae22.jpg

    Travel distances to either port is basically the same, so there would hardly be any cost differences between the two.
    Abidjan = 1,000 kls, and San Pedro = 950 kls
    The route to San Pedro can also be used for 80% of the journey to Abidjan and then diverting on the A2 for the remainder of the trip.
    ~ both ports have options for backloads and these we being assessed.

    https://hotcopper.com.au/data/attachments/5899/5899393-4a25ee957a5d2b757d6ad4c92e93de13.jpg

    Other announcements used for royalty payments:
    https://announcements.asx.com.au/asxpdf/20220621/pdf/45b370mv2gxty6.pdf

    https://hotcopper.com.au/data/attachments/5899/5899363-2338558ad31778f0afeb62a4469e7ae7.jpg


    Freight price fluctuations between Australian mines; could be distance to port as more fuel needed?

    cheers
 
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