Make your own assumptions but here is a what if on spending USD 1.3bn in Year 0 and USD 500m in Year 3, ramping production from 25kt pa to 100kt pa in Year 5. LCE USD 25k/t increasing 3.5% pa. Opex USD 4,500/t LCE. Boric acid USD 600/t + 3.5% pa.
Half of that might be worth AUD 36bn. Halve it again AUD 18bn or halve it again AUD 9bn. Our market cap is $630m.
Stop worrying about capex. We need a permit. That's it. Nothing else matters.
Chart INR, page-241
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Last
24.0¢ |
Change
0.010(4.35%) |
Mkt cap ! $561.1M | |||
| Open | High | Low | Value | Volume |
| 24.0¢ | 24.5¢ | 23.0¢ | $1.131M | 4.722M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 104812 | 23.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 24.0¢ | 76499 | 3 |
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| Last trade - 16.10pm 15/10/2024 (20 minute delay) ? |
| INR (ASX) Chart |