an analyst writeup on CXO on 5 April 22 says "Lithium Price – Leveraged play. DFS sensitivity shows +A$75m NPV for every
10% move in the lithium price (spot prices are around ~US$4,000/t Li2O)"
if anyone has a npv model handy, should be able to work out pricing to us. i note the report says all pricing is linked to marlet prices. so either they havent done their homework or the renegotiated ceiling is more like a discount.
i have emailed our investor relations team for clarification.
Banter and general comments, page-14517
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
10.5¢ |
Change
0.005(5.00%) |
Mkt cap ! $225.0M | |||
| Open | High | Low | Value | Volume |
| 10.5¢ | 10.8¢ | 10.0¢ | $530.2K | 5.073M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 214 | 14378761 | 10.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 10.5¢ | 854495 | 13 |
View Market Depth
| Last trade - 16.10pm 12/11/2024 (20 minute delay) ? |
| CXO (ASX) Chart |