yakattack wrote: Current LCE Price: $12,595
Current financial stats based on LCE price using PFS numbers and 8% discount:
1.67 Billion USD (2.25 CAD)
IRR of 55%
50% EV/NPV Share Price = $7.77 CAD
Piedmont equivalent share price = $13.5 CAD
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If hydroxide is being used.... then we have:
2.36 Billion USD (3.19 Billion CAD)
88% IRR
50% EV/NPV Share Price = $11 CAD
Piedmont equivalent share price = $19.14 CAD
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If hydrochloric acid and sodium chloride works out and opex can get to... $2,600 instead of $3,300:
2.55 Billion USD (3.44 Billion CAD)
100% IRR
50% EV/NPV Share Price = $11.86 CAD
Piedmont equivalent share price = $20.64 CAD
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If hydro/chloride is used and opex is at $2,600 LCE spot price rises to $14K:
3 Billion USD (4 Billion CAD)
145% IRR
50% EV/NPV Share Price = $13.79 CAD
Piedmont equivalent share price = $24 CAD
We sit at $1.36 CAD