Link to EMP says total capex 571, ASN then in keeping with that...

  1. 28,578 Posts.
    lightbulb Created with Sketch. 3524
    Link to EMP says total capex 571, ASN then in keeping with that at near 500, but as you say, could identify less , we wait to see their DFS.

    ASN / EMP talking a different price regime to spodumene concentrates of hard rocks (WR1, A11, LRS, WC8).

    From link above
    EMP, (LCE) PEA => opex $3300/t, => 12175 tpa , assumed LCE $20,000/t. 2.1-2.4yr payback
    IRR 45-55% (after tax / pre tax)

    Fastmarkets presentation 2 July 2024
    ASN, (LCE) phase 1 DFS => opex $4368/t => 13074 tpa. assumed LCE $19800/t =>EBITDA $US153m pa. 2 yr payback.
    IRR 47%
    Last edited by stevenjd: 14/08/24
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.