CXO 4.35% 12.0¢ core lithium ltd

Banter and general comments, page-26416

  1. 1,223 Posts.
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    It looks like you normalized price of SC6 US$1359/t - I suppose this your forward price curve. I have seen other npv valuations on the forum and they simply project US$4,000/t flat and get much higher valuations. I think what your analysis has indicated , Leo has a lot upside in peer comparison. I would add that CXO as a company in production is much more derisked - so you should also add risked NPVs to your analysis.. the other point... I don't think factor expansion plans which have not been disclosed.
    Last edited by ecker: 17/05/23
 
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