No 500k tpa.
2 studies being Niska and DFS give 100ktpa and an NPV of $5bn.
Quarterly SAID 2025 demand is 275ktpa and 2030 is 1mtpa
Since Quarterly AND Cop26 announcements AND the fact the Company is very Conservative anyway. Demand could easily be 500ktpa for a new study.
Key assumption is Anodes sell at around 10k , over a 24 year study.
Extremely conservative assumption.
Even the most basic adjustments to the assumptions gets you very exciting.
Basic Math
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Last
55.5¢ |
Change
0.010(1.83%) |
Mkt cap ! $210.7M | |||
| Open | High | Low | Value | Volume |
| 54.0¢ | 56.5¢ | 53.8¢ | $187.9K | 340.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 83393 | 55.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 56.5¢ | 34125 | 3 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |