I have compared PLL vs LKE vs LTR based on the available information. If I have used any incorrect information please let me know. With latest development of LKE Lithium purity of 99.97% and expected premium price, it’s revised post tax NPV should be in the range of AUD 2.1B (USD $1.5B). It is just a matter of time before LKE trades similar to PLL and LTR
PLL (Chemical/Integrated)
LKE
LTR
1 Market Capital
$485m
$50m
$465m
2 EBITDA
149m/218m
155m
3 Life of asset
25 years
25 years
40 years
4 IRR
26%
22%
37%
5 Share price
42c
5.9c
27c
6 PAYBACK
3.34 years
5 years
3 years
7 NPV - USD
714m/1.1B
748m
(with premium price approx $1.5B)$785m
8 Location
America
Argentina
Australia
9 Product
Lithium Hydoxide
Lithium Carbonate
Lithium Carbonate
10 PFS Released
May 2020
April 2020
Dec 2019, updated Oct 2020
11 DFS Expected
Q2 2021
Q2 2021
12 Production
Q2 2023
Q4 2022/Q1 2023
Q1 2025
13 Off take signed
Sep 2020
Not Yet
Not yet
14 Purity
99.97%
PLL vs LKE vs LTR comparison
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 (20min delay)
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Last
6.2¢ |
Change
0.003(5.08%) |
Mkt cap ! $102.8M | |||
| Open | High | Low | Value | Volume |
| 6.0¢ | 6.3¢ | 6.0¢ | $300.6K | 4.888M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 113043 | 6.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.3¢ | 537045 | 10 |
View Market Depth
| Last trade - 16.10pm 06/05/2024 (20 minute delay) ? |
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Last
6.2¢ |
Change
0.003 ( 3.16 %) |
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| Open | High | Low | Volume | ||
| 6.0¢ | 6.3¢ | 6.0¢ | 2590872 | ||
| Last updated 15.58pm 06/05/2024 ? | |||||
| LKE (ASX) Chart |