Let's do a proper-ish valuation to keep things in check lol
2000 tpa of high grade lithium carbonate.
the spot price of lithium carbonate is about A$17500
2000 * 17500 = $35,000,000
Let's use an EBITDA multiplier of 20 to account for the fact that 10,000tpa is on the cards by FY24 alongside the heat in the lithium markets:
$35,000,000 * 20 = $700,000,000 MC
$700,000,000 / 1.1bn SOI = ~A$0.64
This doesn't account for Tonopah or an increase in spot 99% purity lithium carbonate.
A rerate to a new base around $0.35 wouldn't be off the cards using this conservative mathematics
General Discussion AGY, page-1411
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