I cleaned this up a bit and extended it out to 2027. If you see any other errors let me know and I can clean it up.
Notes
2025 - updated spod for Moblan from 200,000 to 300,000 - We know they will be starting to drill in February to expand and they are also looking to add via acquisition. 300,000 is probably low, but keeping with conservative estiimates.
2026 - Moblan spod turns to Carbonate / Hydroxide
2027 - Adding Tansim
Not included
- 50% agreement with Morella
- Mt. Dove Gold
- Graphite
Year 2023 Production Sale Price / t Operating cost/t Total Revenue Total
Operating costEBITDA Spod PLL Contract 81,250 $900.00 $350.00 $73,125,000 $28,437,500 $44,687,500 Spod 2nd Contract 81,250 $2,500.00 $350.00 $203,125,000 $28,437,500 $174,687,500 Totals 162,500 $276,250,000 $56,875,000 $219,375,000 % ownership EBITA Company Total Piedmont 25% $219,375,000 $54,843,750 Sayona 75% $219,375,000 $164,531,250 Year 2024 Production Sale Price / t Operating cost/t Total Revenue Total
Operating costEBITDA Spod PLL Contract 125,000 $900.00 $350.00 $112,500,000 $43,750,000 $68,750,000 Spod 2nd Contract 125,000 $2,500.00 $350.00 $312,500,000 $43,750,000 $268,750,000 Totals 250,000 $425,000,000 $87,500,000 $337,500,000 % ownership EBITA Company Total Piedmont 25% $337,500,000 $84,375,000 Sayona 75% $337,500,000 $253,125,000 Year 2025 Production Sale Price / t Operating cost/t Total Revenue Total
Operating costEBITDA Carobnate/ hydroxide Contract 31,250 $24,000.00 $4,000.00 $750,000,000 $125,000,000 $625,000,000 Moblan Spod 300,000 $2,500.00 $350.00 $750,000,000 $105,000,000 $645,000,000 Totals $1,500,000,000 $230,000,000 $1,270,000,000 Hub % ownership EBITA Company Total AbitibiPiedmont 25% $625,000,000 $156,250,000 Sayona 75% $625,000,000 $468,750,000 Total Sayona NorthernSEQUEM 40% $645,000,000 $258,000,000 $855,750,000 Sayona 60% $645,000,000 $387,000,000 Year 2026 Production Sale Price / t Operating cost/t Total Revenue Total
Operating costEBITDA Carobnate/ hydroxide Contract 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000 Moblan Hydroxide 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000 Totals 80,000 $1,920,000,000 $320,000,000 $1,600,000,000 Hub % ownership EBITA Company Total AbitibiPiedmont 25% $800,000,000 $200,000,000 Sayona 75% $800,000,000 $600,000,000 Total Sayona NorthernSEQUEM 40% $800,000,000 $320,000,000 $1,080,000,000 Sayona 60% $800,000,000 $480,000,000 Year 2027 Production Sale Price / t Operating cost/t Total Revenue Total
Operating costEBITDA Carobnate/ hydroxide Contract 71,250 $24,000.00 $4,000.00 $1,710,000,000 $285,000,000 $1,425,000,000 Moblan Hydroxide 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000 Totals 111,250 $2,670,000,000 $445,000,000 $2,225,000,000 Hub % ownership EBITA Company Total AbitibiPiedmont 25% $1,425,000,000 $356,250,000 Sayona 75% $1,425,000,000 $1,068,750,000 Total Sayona NorthernSEQUEM 40% $800,000,000 $320,000,000 $1,548,750,000 Sayona 60% $800,000,000 $480,000,000
For comparison - this is Albermale's EBITDA, and current Market cap in USD.
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