Lepidico Aktie

Alles wartet auf den Investor, der 230 Mio locker macht für die Anlage in Abu Dhabi, nicht Dubai.
Vielleicht ein Scheich, der vom Öl die Nase voll hat und seine Portokasse leeren will... mehr »

Heute downunder +23% ... und kein Kommentar hier????? ;--)) mehr »

Aus STOCKHOUSE von heute downunder:

"LPD yesterday reminded punters that it has improved the economics of its Phase 1 lithium project, based on an integrated mine, concentrator and 5,600tpa hydroxide plant.

LPD wants to build the lithium mine and concentrator in Namibia, and the chemical conversion plant in Abu Dhabi.

The original release from November 22 was updated to include “additional JORC-related disclosures in Annexure 1” which … who knows, might be important new info.

Mostly though, it was an opportunity to run through the improvements LPD had made on its original 2020 DFS.

The base case NPV8% of US$530m and IRR of 42% at a long-term lithium hydroxide price of US$22,840/t is a big improvement on DFS data of US$221m and 31% respectively.

Some fairly conservative lithium price sensitivity analysis sees the NPV8% range from a downside scenario based on a US$16,800/t lithium hydroxide price of US$452m ($675m) to an upside figure of US$703m ($1,050m) based on a lithium hydroxide price of US$32,350/t.

The capital cost estimate including contingency for the chemical plant is US$203m and for the concentrator US$63m for a combined US$266m.

The next step for LPD is to lock in financing.

“Completion of the control estimates and schedules represents a major milestone in the advancement of the Phase 1 Project, allowing critical path lender technical due diligence to complete,” managing director Joe Walsh says.

“It is also gratifying to see that the significant capital cost inflation – a result of a global phenomenon – has been more than offset by higher lithium price forecasts, which are predicated on market fundamentals that continue to improve as energy transition momentum grows.

“Phase 1 is demonstrated to be robust technically, economically and from a sustainability perspective.

“The immediate focus is now on banking the Project to transition the business into development and on into production.” mehr »

Phase 1 Economics Updated & Improved
• Phase 1 valuation and returns materially improved versus the May 2020 Definitive Feasibility Study with all input data updated; base case NPV8% of US$530M and IRR of 42% at a long term lithium hydroxide price of US$22,840/t compared to DFS data of US$221M and 31% respectively
• Lithium price sensitivity analysis sees the NPV8% range from a downside scenario based on a US$16,800/t lithium hydroxide price of US$452M (A$675M) to an upside figure of US$703M (A$1,050M) based on a lithium hydroxide price of US$32,350/t
• Integrated project control estimates total US$266M, comprising US$203M for the Abu Dhabi chemical plant and US$63M for the Karibib mine and concentrator including contingencies
• Operating costs revised from first principles with C1 costs of US$7,100/t and All In Sustaining Costs after by-product credits of US$11,500/t LCE for the vertically integrated Project, equivalent to mid-second quartile based on the 2022 global cost curve
• Ore Reserve and mine schedule updated based on a long-term lithium hydroxide price of US$17,015/t for an operating life of 15 years
• Upgraded satellite Mineral Resources including Helikon 4 near completion; Ore Reserve estimation to start imminently, with potential to materially extend Project life to 20 years
• Project is supported by the world’s only known JORC Code (2012) (or NI43-101) compliant Ore Reserve estimate for the strategic alkali metals caesium and rubidium
• Project sized for attractive financial returns at moderate production levels
• Binding lithium hydroxide offtake is in place with Traxys and Project funding initiatives are at an advanced stage, with control estimates and schedules being the final Project parameters required for lender technical due diligence mehr »

guckst du:

mehr »