The last PFS update in 2022 had this sentance:
"Current market analysis supports the battery grade lithium hydroxide price of $17,000/tonne used in the updated economic model."
and then:
"A sensitivity analysis shows lithium pricing has the most impact on the project."
There is a projection of 30% lower LIOH prices ($11,900/t) would mean NPV of $855M, CAPEX and OPEX may get this down further 30%. So $600M worst case.
What would those numbers mean if they were in the latest DFS? How would this be accepted by investors? Are they delaying because the project is not feasible under $10,000/t?
- Forums
- ASX - By Stock
- Not Gunna Be Enough Lithium
The last PFS update in 2022 had this sentance:"Current market...
- There are more pages in this discussion • 139 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EMH (ASX) to my watchlist
(20min delay)
|
|||||
Last
42.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $50.25M |
Open | High | Low | Value | Volume |
42.5¢ | 42.5¢ | 42.0¢ | $1.448K | 3.419K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 3981 | 42.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
44.0¢ | 12400 | 2 |
Last trade - 11.32am 09/05/2024 (20 minute delay) ? |
Featured News
EMH (ASX) Chart |
Day chart unavailable