Australia's largest stock trading and investment forum Australia's #1 stock forum

LLL

Click for more information

0.00%

50.5¢ leo lithium limited

reason could be their (SYA/LKE/CXO) inclusion into asx200/300....

First 1193 Last

Share
Profile

Follow
ff0605

484 Posts.

50

11/08/22

18:43

Post #: 63064509
Share

Originally posted by Red Baron: ↑

At approx the 7min 30 sec mark they talk about Atlantic, Sayona, PLL, and Leo Lithium all expected to get into production before 2025 and they expect they could rerate the same way as Core Lithium & Sigma Lithium have.

They also talk about Lithium company valuations should be around 12-14 x EBITDA because of the high growth & expected M&A in the sector.

We've had some good gains of late, albeit off a very low base.
However we are a long way behind the likes of LTR, SYA, PLL not to mention CXO which is multiples of it's DFS NPV
Our DFS after tax NPV was $4.1b based on SP6 of $1250 for 1st 5 years then $900
Our 40% share $1.64b, our present MC about 1/3rd of that

I've posted this before, but the PFS correction chart (shown below) adds US$1,239m for each 20% above the DFS $1250/t
At a conservative $6000/t, that's 480% more
So 24 (480/20) x $1239 = US$29.7b on top of the $A4.1b
Call it about A$46b
Our 40% share $18.4b
They are massive numbers, yet we have a measly $600m ish MC

Expand

reason could be their (SYA/LKE/CXO) inclusion into asx200/300. which is accessible by a large number of funds.

our inclusion into ASX300 will be at 80c mark, then it will go straight to the north

LLL Price at posting: 51.0¢ Sentiment: Hold Disclosure: Held
8 Upvote

0 Great analysis

Reply

Top Stories

AI stocks: What to expect in 2024-25

AGY

Argosy signs deal to sell battery-grade Rincon lithium to Korea

ABY

Adore Beauty FY24 revenues up 7.4% YoY to $196M

Talking Australia's very competitive property landscape: Realty Talks

AMI

First stope ore could be pushed back to Q2 FY25 due to flood-like event: Aurelia

There are more pages in this discussion • 9,458 more messages in this thread...

First 1193 Last

Add LLL (ASX) to my watchlist