AZL 0.00% 2.1¢ arizona lithium limited

From a Value Investing perspective ...1. Our cost per ton is...

  1. 56 Posts.
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    From a Value Investing perspective ...

    1. Our cost per ton is 2800USD as stated by Paul.
    2. Our target is 6000 tons per annum for first few modules.
    3. Current lithium price is $14,000USD per ton
    4. $14,000-$2800=$11,200 (estimated profit per ton)
    5. 6000T x $11,200 = 67,000,000
    6. Paul in his recent video said he wants to upgrade to 40,000T per annum
    7. 40,000T x $11,200 = 448,000,000

    Current market cap is around $100,000,000 with $22,000,000 in Cash.

    My only concern is with how do they fund the modules?
    More dilution will seriously piss shareholders off and hurt the share price.

    But usually strong headwinds in a industry and high uncertainty in the market is a formula for 10 -100x

    Anyone else have any comments or thoughts?

    Cheers
 
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