@Fantasyboy good analysis of current LKE situation and it’s potential. Things have drastically (positively) changed since it’s PFS. Conservatively, I will put DFS NPV at $4B, which is your scenario-1 $15k 99.97% sale price. There may be possible dilution depending on we get a JV partner, Tier-1 offtake partners or construction finance based on debt or equity. With all these, still NPV of $4B is conservative in my opinion for LKE share. Our present MC is only $300m which is less than 10% of it’s potential conservative DFS NPV of $4B.
This week, possibly FOMO may set in as NVX results could be released any moment. Lots of positive vibe in Macro environment too could support SP rise of LKE this week. Both the above combined, a share price of 50 cents is a realistic expectation for the month of February, IMO.
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Last
5.9¢ |
Change
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Mkt cap ! $97.89M |
Open | High | Low | Value | Volume |
6.1¢ | 6.2¢ | 5.9¢ | $259.0K | 4.296M |
Buyers (Bids)
No. | Vol. | Price($) |
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21 | 916429 | 5.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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6.0¢ | 4545 | 1 |
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No. | Vol. | Price($) |
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21 | 916429 | 0.059 |
13 | 715533 | 0.058 |
7 | 573911 | 0.057 |
11 | 476305 | 0.056 |
24 | 1106779 | 0.055 |
Price($) | Vol. | No. |
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0.060 | 4545 | 1 |
0.061 | 400000 | 2 |
0.062 | 702947 | 8 |
0.063 | 354741 | 6 |
0.064 | 1130311 | 16 |
Last trade - 16.10pm 01/05/2024 (20 minute delay) ? |
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