Australia's largest stock trading and investment forum Australia's #1 stock forum

VUL

Click for more information

7.78%

$4.27 vulcan energy resources limited

Ann: Zero Carbon Lithium Project Phase 1 DFS Results, page-37

First 37 Last

Share
Profile

Follow
Kikker1959

10,585 Posts.

4318

13/02/23

14:57

Post #: 66217945
Share

Originally posted by HongFang ↑

Why would you hate to see the numbers? With an opex of only ~$4390US and an EBITDA margin of 84% they’ve got plenty of room to accommodate a lower lithium price. Reducing the NPV by 40% still gives them an NPV of $2.5b AUD. Yeah the npv:capex is high but it always has been. Not many companies have anywhere near the financial support and backing that Vulcan has established even before the DFS was released. Out of all the risks going forward the financing risk is one of the least of my concerns for Vul.
Have you worked out the carbon tax that European buyers will incur if they import their Li from Australia or Argentina?

Expand

LTR will be zero carbon... BTW these capex figures are off the scale...

VUL Price at posting: $6.78 Sentiment: None Disclosure: Not Held
5 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 66 more messages in this thread...

First 37 Last

Add VUL (ASX) to my watchlist

(20min delay)
Last $4.27		Change -0.360(7.78%)		Mkt cap ! $803.5M

Open	High	Low	Value	Volume
$4.57	$4.59	$4.21	$3.724M	854.2K

Buyers (Bids)

No.	Vol.	Price($)
1	335	$4.27

Sellers (Offers)

Price($)	Vol.	No.
$4.28	9980	1

View Market Depth

No.	Vol.	Price($)
1	335	4.270
1	2500	4.260
1	1175	4.250
4	5719	4.210
8	9501	4.200

Price($)	Vol.	No.
4.280	9980	1
4.290	1329	1
4.300	66	1
4.330	111	1
4.350	653	1

Last trade - 16.10pm 17/06/2024 (20 minute delay)


Last $4.25			Change -0.360 ( 7.76 %)
Open	High		Low	Volume
$4.57	$4.59		$4.21	106143
Last updated 15.59pm 17/06/2024 ?

VUL (ASX) Chart

SPONSORED BY