Good to see analyst coverage. Not so sure about the valuation though. Does anyone understand how Capital Network gets a valuation as conservative as $370m? Even making gloomy assumptions about costs and funding and opex it's hard to see how the cash flow could be under about $100m/pa at the lithium price and costs/credits they use. These are USD figures. Using a DCF model (at 10%) that gives a much higher valuation - at least $550m. What am I missing?
I agree with their comment that the valuation moves by $100m for every $1,000/t change to the LCE price.
I didn't think I would be adding to my holding, but at the current sp it's too good a bet.
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Last
24.5¢ |
Change
-0.030(10.9%) |
Mkt cap ! $50.82M |
Open | High | Low | Value | Volume |
24.5¢ | 24.5¢ | 24.5¢ | $1.065K | 4.345K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 45387 | 24.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
26.0¢ | 30000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 45387 | 0.245 |
2 | 24999 | 0.240 |
1 | 4259 | 0.235 |
2 | 23045 | 0.230 |
1 | 12149 | 0.225 |
Price($) | Vol. | No. |
---|---|---|
0.260 | 30000 | 1 |
0.280 | 35714 | 1 |
0.290 | 16055 | 2 |
0.300 | 34878 | 1 |
0.310 | 8148 | 1 |
Last trade - 14.47pm 26/07/2024 (20 minute delay) ? |
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