posted by Joe Lowry, imagine what revenues Allkem could generate in only a few years:
125,000 tons * 35,000 USD / ton = 3.75 billion USD revenue in 2026.
This is why I am invested. The table below was posted by Howard Klein on twitter. Does the current valuation of Allkem make any sense? not to me, share price will follow fundamentals in the long run
https://www.datocms-assets.com/53992/1649117233-strategy-presentation_v17-final-for-asx-release-reduced.pdf
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Lithium prices, page-318
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