LPI - The Next Lithium Producer in Chile, page-2284

15k tonnes at 70k is a margin of 66k = 990m year USD - okay thats super aggressive and simplistic but the reality is 70k USD is what LCE costs today and I expect we will see these prices till 2025

I wish i could find my source that mentions Mitsui offtake by Jan. Note the offtake enables funding, we are trading at 10% of pre-tax NPV today, with funding and offtakes one would argue 50% of NPV = 900m or 4x from here.

I think the macro bottom lasted friday with the non-farm payrolls printing higher whilst wage growth decreased. Good times on offer for the next 4 weeks IMO , i just wnder if LPI comes through with the offtake in that time. Irrespective, averaged up today with a buy...

Also note ESS M&A will refocus interest in lithium imo