Great time to top up.... yes there is alot of uncertainty with lithium prices.... it is at a point that it is not profitable for many companies, just remember the LRS PEA came back with some great numbers.... capital payback after 7 months based on Spod prices $1699t/CIF SC5.5 and $927t/CIF CS3.... so with the current Spod prices, pay back might be around 12months... still better then most projects... the best part is the OPEX sigma is running is around $290t.....project is similar to LRS... they also had a high strip ratio 16:1..... I would be thinking LRS DFS may have the OPEX down to at least $300 and then reduced further if not shipping to china.... still a bunch of GIGA Factories being built in the US scheduled to be online at the same time as LRS.... 2026...
Has anyone done a spread sheet with all the data entered to show how LRS would be sitting as a project at Spod prices at $800t....
DYOR
Great time to top up.... yes there is alot of uncertainty with...
-
- There are more pages in this discussion • 2,919 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 LRS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
19.5¢ |
Change
-0.005(2.50%) |
Mkt cap ! $546.2M | |||
| Open | High | Low | Value | Volume |
| 20.0¢ | 20.0¢ | 19.0¢ | $3.089M | 15.86M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 754847 | 19.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.5¢ | 505673 | 9 |
View Market Depth
| Last trade - 16.10pm 20/09/2024 (20 minute delay) ? |
| LRS (ASX) Chart |