SQM has released it's Q1 results with a price of USD $38k per tonne. That's very interesting and if we assume similar price for LKE with Hanwa and FORD, our DFS would look fabulous. I have recut my model based on $38k LCE price with a PE ratio of 27 which is much lower than current SQM, ALB & LIVENT. Increased Capex by 10% due to inflation and also accounted 25% Lilac partnership.
2024 SP: $9
2026 SP: $20 (ie, when we produce full 50,000 tonnes)
2028 SP: $29 (ie, when we produce full 80,000 tonnes)
2030 SP: $33 (ie, when we produce full 100,000 tonnes)
Net Income after tax in 2025 $1.2B grows to $3B by 2030. What does this mean to us long term shareholders? LUCRATIVE DIVIDENDS
SQM has released it's Q1 results with a price of USD $38k per...
-
- There are more pages in this discussion • 17,737 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LKE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
4.2¢ |
Change
0.003(7.69%) |
Mkt cap ! $70.91M | |||
| Open | High | Low | Value | Volume |
| 4.0¢ | 4.3¢ | 4.0¢ | $395.2K | 9.581M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 147461 | 4.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 4.3¢ | 1304531 | 16 |
View Market Depth
| Last trade - 14.06pm 07/10/2024 (20 minute delay) ? |
| LKE (ASX) Chart |