It is pretty much the same as what Blue Oceans reported today.
However they use a much lower Spodumene to Lithium Carbonate price ratio of 5/5.5% - I've used 7.3%..
At 5% it gives the processes close to a 50% margin @ $1,600 conversion costs as opposed to the 30% I was working off...
Scenario: 4Mt Total
3 Mt sales
1 Mt processing
5% ratio Spod:Carb
Spodumene = $536, Carb = $10,720
- x7 EBITDA = 3 billion
- x14 EBITDA = 4.3 billion
Spodumene = $650, Carb = $13,000
Spodumene = $350, Carbonate = $7,000
- x7 EBITDA = 3 billion
- x14 EBITDA = 6 billion
- x7 EBITDA = 822 million
- x14 EBITDA = 1.6 Billion
NPV & undervalued SP, page-32
-
- There are more pages in this discussion • 2 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 PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.69 |
Change
-0.100(3.58%) |
Mkt cap ! $8.100B | |||
| Open | High | Low | Value | Volume |
| $2.76 | $2.76 | $2.64 | $113.9M | 42.48M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 22 | 171620 | $2.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.69 | 87000 | 2 |
View Market Depth
| Last trade - 16.10pm 16/10/2024 (20 minute delay) ? |
| PLS (ASX) Chart |