Just on a different note here, previously on this thread someone...

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    Just on a different note here, previously on this thread someone has posted AKE's resource which seems bit off, so I tried to dig out latest numbers to get a sense of Market Cap per tonne of LCE resource.

    The market cap is now around $10.4B. i.e $315 AUD per LCE.
    EV is $9.77B i.e EV/Resources multiple $296 per t/LCE

    The company is in different geographic location and on advance production stage using evaporation pond technique.

    Allkem (AKE) owns total 6 projects.

    [1] Olaroz 20.7Mt LCE - Location: Argentina
    [2] Cauchari 6.3 Mt LCE - Location: Argentina (Olaroz-Cauchari basin are now 27 Mt LCE)
    [3] Sal de vida 6.85 Mt LCE - Location: Argentina
    ---------------------------------------------------------------------------------
    TOTAL 33.85 Mt LCE
    ---------------------------------------------------------------------------------

    Other projects
    [1] Mt Cattlin (Production capacity 194ktpa)
    [2] Naraha (production capacity 10ktpa)
    [3] James Bay (unknown)

    Please note:
    - AKE is in the advence stage and using evaporation pond technique.
    - It's in different geographic location and
    - Projects in Argentina currently witnessed some surge in the production cost.
 
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