Looking at back of the envelope numbers, even with anyones personal opinions on management aside, this current commodity cycle is a tough one to see LPD even getting entertained for finance.
Taking best case AISC (C1) less bypproducts of $11,500 USD (updated FS 2022) and the current spot market for battery grade lithium carbonate/hydroxide sitting at $10,600 (SMM), the fully integrated project producing 5000tpa would be running at a loss of around $4.5 USD/yr, it's hard to see anyones jumping in with $250mil any time soon.
Am I missing anything here?
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