I don’t claim to be more knowledgeable but will chime in with a couple of comments...
I think a P/E of 6.5 could easily push out to 10 or 15 (or more) especially in a few years when imo Li is going to be a hot commodity with the perfect storm of EV price parity fast approaching...
Also, this idea of us getting involved with others opens up massive upside imo. We are going places with a relatively ordinary salar, so imagine what we could do with a serious quality resource.
I reckon prices for our product could push new highs in the years to come, so +$100m EBITDA from 10ktpa is on the cards imo. Plus whatever value-add royalties or IP licensing etc we can bring in...that could be substantial.
The supply-demand scenario is due for some major pressure in the next few years I reckon...
Imo we have a lot of potential, but of course, as we know these things take time.
Cheers
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Open | High | Low | Value | Volume |
3.9¢ | 4.0¢ | 3.8¢ | $131.9K | 3.384M |
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No. | Vol. | Price($) |
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4 | 872154 | 3.8¢ |
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Price($) | Vol. | No. |
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4.0¢ | 990329 | 8 |
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6 | 1030581 | 0.037 |
25 | 2570708 | 0.036 |
26 | 2613178 | 0.035 |
6 | 1226910 | 0.034 |
Price($) | Vol. | No. |
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0.040 | 990329 | 8 |
0.041 | 670500 | 6 |
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