Hi All,
I'm aiming to do a comparison of all upcoming hardrock lithium producers. For CXO I have used the DFS: https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4A%2B9zxjyv%2FRh8LFiGug%3D and the latest quarterly: https://hotcopper.com.au/threads/ann-quarterly-activities-and-cashflow-report-30-september-2022.7055485/ I'm sure I have made some mistakes however I'm more then happy to fix them providing the information is sourced:
Assumptions in model:
1) Royalty starts at 2.5% (LRC royalty), + 1% for 1st year, 2% for second year, 2.5% from thereon to NT Gov.
2) Production reaches 190,000tpa of 5.8% spod from Q2 next year. It is maintained here through resource delineation.
3) Capex and Opex remain Constant
4) I have assumed spod price as US$6200 Q1 23, US$5500 Q2 23, and then decreasing US$500 each quarter until it reaches US$2500. I'm happy to run alternative pricing scenarios.
All this leaves us with:
I'm sure there are mistakes so please let me know where they are and I will update accordingly. The aim is once I have a final model for each company I can do a comparison. All financial metrics are in AUD.
- Forums
- ASX - By Stock
- CXO
- CXO A NPV Valuation
CXO A NPV Valuation
-
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CXO (ASX) to my watchlist
|
|||||
Last
9.1¢ |
Change
-0.003(3.19%) |
Mkt cap ! $194.4M |
Open | High | Low | Value | Volume |
9.4¢ | 9.4¢ | 9.0¢ | $920.3K | 10.02M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
15 | 803609 | 9.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.2¢ | 24465 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
14 | 793609 | 0.091 |
77 | 3360328 | 0.090 |
22 | 1579764 | 0.089 |
18 | 1160951 | 0.088 |
21 | 1102821 | 0.087 |
Price($) | Vol. | No. |
---|---|---|
0.092 | 24465 | 2 |
0.093 | 175246 | 3 |
0.094 | 862296 | 12 |
0.095 | 310001 | 3 |
0.096 | 184515 | 1 |
Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
Featured News
CXO (ASX) Chart |
The Watchlist
MTL
MANTLE MINERALS LIMITED
Nick Poll, Executive Director
Nick Poll
Executive Director
SPONSORED BY The Market Online