Hi Yohanesk1,
A higher EV/LCE of the cheapest producer indicates PLS' EV has to grow more to catch up on an EV / LCE valuation basis (or if you're a bear that the producer's EV has to shrink).
Anyway I am happy to show my calcs, I don't think the ticker is important for this purpose considering this is a PLS thread.
Enterpise Value / (Resource's Ore T x Percentage Owned x Li20 Concentration x LCE conversion)
190000000 / (16416000t x 50% x 1.08% x 2.473) = 866.7 EV/LCE per T
This does not include the company's option to buy half of a non-Australian spod asset, which won't be producing in the next couple years, perhaps this is where our calcs differ?
Could you return the favour and show your calcs? Am interested if I've missed someone.
Cheers,
Arthur
Hi Yohanesk1, A higher EV/LCE of the cheapest producer indicates...
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.16 |
Change
-0.030(0.94%) |
Mkt cap ! $9.516B | |||
| Open | High | Low | Value | Volume |
| $3.17 | $3.19 | $3.06 | $50.14M | 15.97M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 49357 | $3.10 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.17 | 74794 | 5 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |