Century Lithium Corp V.LCE

Alternate Symbol(s): CYDVF

Metals & Mining Industrial Metals & Minerals

Century Lithium Corp. is a Canada-based advanced stage lithium company, focused on developing its 100%-owned Clayton Valley Lithium Project in west-central Nevada, United States. The Company is engaged principally in the acquisition, exploration, and development of its mineral properties. The Company is in the pilot stage of testing on material from its lithium-bearing claystone deposit at its lithium extraction facility in Amargosa Valley, Nevada. It is focused on being a domestic producer of lithium for the electric vehicle and battery storage market. The Clayton Valley Lithium Project is located in Esmeralda County, in west-central Nevada, United States, immediately east of Albemarle’s Silver Peak mine.

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Century Lithium Corp > End Game - Numbers

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Comment by tiger2201on Aug 06, 2021 7:37am

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Post# 33662401

RE:End Game - Numbers

Hi yakattack,

Good analysis!

Few things I would disagree wth you. One is CYP's cost, I believe 3K is just too low, remeber it is in the US, cost is much higher than other places, I say 4k to 5k would be realistic.

The 2nd is the buyer will not pay us $9 to $10, I would be happy if they pay half of that. CYP's management needs to pump up our share price, then we may get a higher number. The fate of the company is depending on the lagest share holders, not the management, if a byer appears. The buyer pically pays 30% to 50% premier.

Did you see ML, which was sold for 20% premier, it's so shameful with ML's management, at the beginning of lithium bull market!

Became a CYP's investor recently, I see the value here.

tiger

yakattack wrote:
Prices for Lithium may move up to 17-18K in the fall. We all know Bill would never use such a price for a FS... and it would have to be secure on the downside as well....so i'm guessing the FS (if we even get to one) - will be dropped 30% lower or so - maybe around 12-13K

At 13K, with 31K tonnes of hydroxide at an OPEX of 3K.... we're looking at an IRR of about 78% after 8% discount....... for a NPV of 2.2 Billion USD

For someone to buyout completely (yes, total ownership) at a value of 40-50% of the project (EV/NPV) is more than reasonable for such a project - and that's if the reserves in the mine plan stay as is - we all know it can be scaled easier with chloride.

That puts us around 7x from here in CAD terms... for 9.30-$10.20ish CAD.

Using the same valuations given to standard lithium would be well over 40 dollars......9-10 CAD is far more realistic..

To put it in perscpective.... if TSLA were to buy CYP outright for 50% of the project's value using numbers above.... it would only be about 0.15% of their market cap.... or nearly 1/7th of 1 percent...

It's waaaay overdue and far past the time for NDAs to hide behind the so called talks.... either put up or get out.

Management has a responsibility to get the share price as high as they can for shareholders - so these NDAs better not be a NDA for much longer.

AGM is approaching....