LKE..................Chart thread only, page-14

Firstly, it should be noted the 4.4mt JORC resource is within an exploration target of 8-17mt LCE at Kachi. Positively LKE just proved Salar resources aren't shaped like a bowl, rather a swimming pool in their words. So 17mt resource is now more feasible.
Yes, their preferred extraction process captures >85% of the lithium content.
Based on 4.4mt LCE, 3.74mt LCE can be recovered
Projected operating costs are US$2600 per ton LCE.
Conservatively BG LCE can achieve sales at least US$10000 per ton giving an operating margin of US$7400 per ton. (note this is based on pessimistic LCE pricing projections).
The operating profit on 3.74mt would be US$27.676b
So given my conservative assumptions, it would seem that a POSCO equivalent valuation of US$500m represents a fair current market value of the Kachi tenements given the negative Lithium sector financial conditions.
In my opinion, attributing zero value to the other significant LKE tenements, LKE is trading at well under 10% of its current asset valuation.
More than happy to be critiqued here.
DYOR Not financial advice.