Stage 1 + ESS.pdf
Part 2.Have a financial model (spreadsheet) where more assumptions are made.Yahua offtake: I assume at 75% to Spod price (from yearly prediction graph). Is maybe low, but as first customer and with ceiling I think they got a good deal (not complaining, was first and oldest when needing to get the ball rolling). Also as Tesla provider of LiOH I think any argy bargy over re-negotiating contract was catalyst for Tesla to step in and take Core remaning spod to give to Yahua for converting. IMHO only.
Ganfeng: at 87.5% of spod price prediction. No ceiling and am of opinion that Ganfeng were screaming for feedstock prior to their future African supply.Tesla: at 90% of spod prediction. Elon can afford it.Future spot prices: at 95%. No reasoning, just conservative.
So with those numbers as input, get output. See attached and note is at $4k/t starting price, not yet updated.Again IIMHO only.
Stage 1 + ESS.pdfPart 2.Have a financial model (spreadsheet)...
-
- There are more pages in this discussion • 27,376 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
8.8¢ |
Change
-0.002(2.22%) |
Mkt cap ! $188.0M | |||
| Open | High | Low | Value | Volume |
| 9.0¢ | 9.0¢ | 8.6¢ | $1.020M | 11.56M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 611323 | 8.8¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.9¢ | 680228 | 4 |
View Market Depth
| Last trade - 16.10pm 19/06/2024 (20 minute delay) ? |
| CXO (ASX) Chart |