Instead of wetting the bed because you think my CAPEX estimate is "negative", try doing some research and giving us your own estimate. Peer comparisons are quite relevant and provide clues as to what AGY's 10 ktpa expansion will cost. Canaccord Genuity recently put CAPEX for brine projects at US$27,500 per tonne of LCE. This figure was for greenfield projects, but still provides a pretty reasonable range for brownfield, subtracting a few thousand. Somewhere between $US22-25k per tonne of LCE seems reasonable to me, and this aligns with projects for AKE, GLN and AGY itself for the 2 ktpa operation.
Instead of wetting the bed because you think my CAPEX estimate...
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Last
9.2¢ |
Change
-0.001(1.08%) |
Mkt cap ! $133.9M | |||
| Open | High | Low | Value | Volume |
| 9.2¢ | 9.4¢ | 9.0¢ | $329.9K | 3.597M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 59325 | 9.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.4¢ | 73784 | 2 |
View Market Depth
| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
9.2¢ |
Change
-0.001 ( 1.08 %) |
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| Open | High | Low | Volume | ||
| 9.1¢ | 9.4¢ | 9.0¢ | 1081942 | ||
| Last updated 15.59pm 14/06/2024 ? | |||||
| AGY (ASX) Chart |