LKE 1.72% 5.9¢ lake resources n.l.

So Lowry is predicting price to bottom H2 2024.Goldman Sachs are...

  1. sqe
    6,939 Posts.
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    https://hotcopper.com.au/data/attachments/5860/5860284-af77c6db58d57b224960aa0b77b4bba9.jpg

    So Lowry is predicting price to bottom H2 2024.

    Goldman Sachs are predicting prices to remain low for 2024.

    The futures price is indicating prices to remain low for 2024.

    Lowry says a long term price of $20-$30/kg best serves the industry.

    LKE users a fluffers price of $33/kg, the numbers in the DFS are attrocious, and a value of $28/kg gives a IRR of 5%.


    https://hotcopper.com.au/data/attachments/5860/5860288-cba70df29bef951b248740ec754e87de.jpg
    Last edited by sqe: 04/01/24
 
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