Sufferin Sukkertash 'regal' :eek: :eek: You mean to tell me,...

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24/09/18

11:13

Post #: 35795357
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Originally posted by regal ↑

Going by what we know.

At the end of Dec17 the production run rate was 15kt every 3 weeks. Thats 15×17 is around 260kt/year. Easily achievable. This then dropped when the company moved to a different location. There was a total of 9 shipments up until the last one.
The last shipment schedule was first announced 22.5kt then changed to 15kt. But the ship was 23kt capacity. ....m? Lets say it was 15kt... yeh ok. Staying with 15kt/ month is a run rate of 180kt with net $488/t. Thats 180×488= $87.84 mil US or $120 mil aud. No other spod miner in oz is even close, just hot air talk. Here is the fun part, the optimizer.
The output is currently at 50-55%. This means for every 100t input 50-55t comes out. With the optimizer for every 100t input 70-75t (40% increase) comes out with a better grade and better price. So for the same amount of work we get 180kt×1.4 =250kt at around $500. Drop in cost and an improvement on grade.
At the minimum using 180kt, $120mil× 1.4 = $168mil aud/ year. This number is more coz the company is aiming at 220-240k.
All this for a MC of 1bil. (×6 times).
There's alot of T/O talk so let join in. GXY has taken over two companies and bought 12% of LPD. GXY owns mtC running at p/e6. Has bought SDV company and JB company for 1c each. Each one of these two companies have resource of over $2bil. As well as that, AT found a posco treasure box on the salt flats containing $280mil US.
There are many things in OZ people take for granted. In third world countries, they use the space between the ears. Instead of common sense, people use charts to make decisions, follow trends( its fashionable) and follow opinions (fear of being rejected).
With Gxy owning three companies, the SP must be three times at the minimum. The mineral and chemicals the company will be producing will affect every day energy use. Unless you are using candles and horses for the foreseeable future, investing in lithium is obvious.

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Sufferin Sukkertash 'regal' You mean to tell me, that them thar damned 'MS parasite varmints', have been tellin us all a whole lot of 'porky-pies' 'bout the over-supply, availability, and expected pricing, of this here new-fangled Lithium stuff, for all this time...?? Well, golly-gee, just who would have ever thunk-it...???

Keep on holdin 'em Folks.

GXY Price at posting: $2.64 Sentiment: Buy Disclosure: Held
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Sufferin Sukkertash 'regal' :eek: :eek: You mean to tell me,...

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