Maybe my valuations are ambitious - does anyone have a more accurate take?
Our plant cost $100M to build - if they prove it can get close to nameplate (yes I realise it's not even close yet) it would have to be worth north of that.
If I remember we bought Lithium One for $380M? Their main asset was SdV - did we overpay by so much?
Mount Cattlin (2 T's 1I!) well that's hard to value now it's been mothballed. The plant and equipment alone has to be worth something.
James Bay - probably the lowest valuation, but still in the 10's of million.
And all of these values change if EV's ever reach the turning point. I keep saying we need a Chinese Tesla - BYD is not it.
Does anyone here believe that if you add all of our debt to our market cap - it would be more than the value of our assets?
Maybe my valuations are ambitious - does anyone have a more...
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