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after what chile did overseas resources in south america has...

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20/07/23

10:13

Post #: 68881872
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Originally posted by OneGoodTrade: ↑

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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after what chile did overseas resources in south america has discounts expected for risk purposes. imperial valley projects expect significant premium due to ira incentives n geography.
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