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SDV 10-year offtake discussions, page-5

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sachz

11,427 Posts.

1589

08/08/17

09:49

Post #: 26354496

Originally posted by Ninja Tuna ↑

Yes I think it would be a crucial piece of the financing puzzle when it come to SDV funding.
I have always made the assumption of prepayments in my SDV models, now i'm factoring the offtake partner taking a 20% equity stake in SDV. Mr Rule said debt would not be needed if this deal eventuates so just updated my model as such

Column 1 Column 2

1 Calendar Year 2022

2 SDV

3 LCE production tonnes 25,000

4 Price per tonne (USD) 12,000

5 Operating Cost per tonne + royalties (USD) 4,140

6 EBITDA (USD) 196,500,000

7 AUDUSD 0.8

8 EBITDA (AUD) 245,625,000

9 Attributable to GXY (80%) 196,500,000

10 Interest (A$100m debt) @ 10% -

11 Depreciation 1,740,000

12 Taxes @ 30% 58,428,000

13 NPAT (AUD) 136,332,000

14 EPS of SDV (400m shares) 0.341

So apply your fair value PE whether it'd be 12 or 15 then you get a range of A$4.09 to 5.10 for SDV valuation alone by 2022

Expand

ur analysis is similar to mine.

note, this is for SDV--- ONLY!

people forget we have 3 lithium tenements around the world.

one is already producing some mighty fine stuff and cash coming in each month!

GXY Price at posting: $2.00 Sentiment: Buy Disclosure: Held

14 Upvote

0 Great analysis

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	Column 1	Column 2
1	Calendar Year	2022
2	SDV
3	LCE production tonnes	25,000
4	Price per tonne (USD)	12,000
5	Operating Cost per tonne + royalties (USD)	4,140
6	EBITDA (USD)	196,500,000
7	AUDUSD	0.8
8	EBITDA (AUD)	245,625,000
9	Attributable to GXY (80%)	196,500,000
10	Interest (A$100m debt) @ 10%	-
11	Depreciation	1,740,000
12	Taxes @ 30%	58,428,000
13	NPAT (AUD)	136,332,000
14	EPS of SDV (400m shares)	0.341

SDV 10-year offtake discussions, page-5

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