GLN 8.70% 12.5¢ galan lithium limited

General Discussion Banter GLN, page-15786

  1. 354 Posts.
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    Moin AyDee,

    "...half the size resource and lower quality than GLN HMW"

    CompanyGalanGalanLAAC/GanfengLithium Energycomments
    ProjectHMWCandelasPastos GrandesSolaroz


    TypeEvaporationEvaporation/DLE?EvaporationDLE?


    Ownership100%100%85/15 %90%


    ProvinceCatamarcaCatamarcaSaltaSaltaSalta joins RIGI on 15 AugBitmap


    Market Cap (US$ m) / selling price45345 m US*partial saleSold: 64 m US$*transaction on 16 Aug
    Grade883*672*331305*superior brine grade
    LCE tons measured & indicated (Mt)6,380,685*7,842,36*update coming 2nd half 2024
    Impurities ratio (Mg/Li)1,8*2,76,2<3.0*lowest Mg/Li ratio.
    production (ktpa LCE)21.40020.00024.00020.000


    Project Life (years)40254040


    Overallrecovery %59%62%60%



    OPEX (US$/t LCE)3.5184.2773.3884.985


    multiple of US$/t LCE measured & indicated7,0544,0527,06


    studiesDFS for 20 kpta (2023)PEA for 14 kpta (2021)PFS for 24 ktpa (2019)Scoping Study for 20 kpta
    average Price22.800 US$ Li-Cl18.000 US$ LI2CO313.050 US$ LI2CO325.000 US$ LI2CO3


    NPV pre-Tax 8%3.145 Billion1.225 Billion




    Total NPV pre-Tax4,37Billion(8%)1.588 Billion(8%)2.28 Billion(10%)


    https://hotcopper.com.au/data/attachments/6407/6407862-b5be26ae0f10ba3861f265676fcaa8c6.jpg



    I have taken my information from the PFS (2019) and concentrated on "measured & indicated"
    Do you have more up-to-date information?
    Last edited by Smith71: 25/08/24
 
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