AKE 0.00% $9.83 allkem limited

ore $3.30 +20c overnight, page-16

  1. 450 Posts.
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    Bunya

    This info is taken from Canaccord report 11 Nov 2013


    Valuation
    Olaroz 2.72
    Salinas Grandes 0.16
    Cauchari 0.16
    Boric Acid plant 0.44
    Other Borax assets 0.21
    Cash/Investments 0.06
    Options 0.03
    Total NAV price target 3.41

    Production FY 14e FY15e
    Lithium carb t 384 9114
    Potash t 0 1650
    Cash Costs US$/t 0 2137
    Boric Acid 9000 9000

    Hope this is of some use to you and Wadsworth
 
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