galan's strength in numbers compared to its competitors is in my opinion phenomenal. like almost everyone here, i created my own evaluation matrix in excel, in order to get a rough overview of all market patricipants during my research. of course, numbers from any studie should be understood with a certain pinch of salt. aport from a few percent deviations, my calculations are almost similar to galans dfs stage two from october 3rd, 2023. both studies refer to (lce) lithium carbonate equivalent as sales unit.
it should be made clear that the other company targets production of consistent battery grade lithium carbonate at site without the need for further refining or processing. galan does not foresee this process for stage two.
of course, all figures do not constitute financial advice and do not replace your own dd. don't be surprised that quite a lot has been erased. these are calculations that can be understood as financial advice. all numbers in usd!
the ebitda reported in study was $374,000,000. my calculated ebitda missed this number by a few percent at $383,237,099. in a similar framework, irr before and after taxes move. therefore i assumethat my model offers useful support for the key figures that are important to me. how efficient galan's stage two is only becomes clear when you compare the numbers with another project. i have erased details that obviously point to the company. i don't like cross promotion.
while galans npat p/a are ~60% of capex, the other company's figure is just ~33%. a fair comparison is not possible in many respects, as the comparison study calculated a sales price that was ~$12,000 higher than galan's. this doesn't help the irr before and after taxes, which is significantly lower than that of galan's.
i'm always open to questions/suggestions. i'm connected to some of you on x, if you're interested in an exchange or conversation, please feel free to get in touch.
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