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