Fingers xed
2年前
Local neighbor valuation recently .
Keliber aims to be the first fully-integrated lithium producer in Europe, targeting first production in 2024 and ramping up to produce around 15,000 tonnes of lithium hydroxide per year
They paid $470 mil usd ( $700 mil aud ) Sibanye-Stillwater agreed to take a 30.29% stake in Keliber for the above production which infers $2.3 bil aud at full value and times 2 for production to 30,000 tonnes so EMH should be worth 2.3 bil or there abouts ie $12.50 aud a share for our half
https://www.reuters.com/markets/deals/sibanye-stillwater-raise-stake-finlands-keliber-2022-06-30/
The Keliber project consists of several advanced stage lithium spodumene deposits, with significant exploration upside in close proximity to the existing project. Based on a feasibility study completed in 2019 and improved in 2020, Keliber currently has 9.3 million tonnes of ore reserves, sufficient for more than 13 years of operation. Planned annual production is 15,000 tonnes of battery grade lithium hydroxide. Production is anticipated to start in 2024. The project includes the development of a chemical plant in Kokkola, approximately 50 kilometres from the mining area, which will produce battery grade lithium hydroxide. Future lithium hydroxide production has not been committed to any offtake party.
So that value up there sort of has to be a starting point I would imagine . but our mine has a 20 year mine life not 13 only using 10 % of ore ( something like that ) and 7 mil tonnes of Lithium and a second block .
Fingers xed
3年前
PFS UPDATE DELIVERS OUTSTANDING RESULTS
75% INCREASE IN CINOVEC NPV TO US$1.94B
16% INCREASE IN PRODUCTION TO 29,386TPA
HIGHLIGHTS1
• The 2019 PFS Update for the Cinovec Project has been updated to demonstrate the effect of
changes in the mining process to incorporate the use of paste backfill, which results in an
increase in annual production, together with changes in lithium and by-product prices to reflect
current and expected market conditions.
• Annual production of battery grade lithium hydroxide monohydrate modelled to increase from
25,267 tpa to 29,386 tpa, an increase of 16%.
• NPV8 (post tax) increases from US$1.108B to US$1.938B, an increase of 74.9%, based upon a
lithium hydroxide price of USD17,000 per tonne which is significantly less than the current price.
• Post tax IRR of 36.3% and a payback period of 2.5 years from the commencement of production.
• Up-front capital cost due to backfilling plant and additional capital costs to produce 29,386 tpa
lithium hydroxide increased to US$644m.
• This 2022 PFS Update assumes the life of mine extraction of 13.1% of the Measured and Indicated
JORC Resources at Cinovec.
• Use of tailings for backfill will result in a far smaller environmental impact, further enhancing the
Project’s already strong ESG credentials.
TradingCharts
3年前
Walter Mädel
Operations Manager at European Metals/Geomet
Operations Manager
Company Name European Metals Full-time
Dates Employed Sep 2021 – Present
Employment Duration 1 mo
Location Czechia
Firefinch Limited
Total Duration 2 yrs 2 mos
Title Group Technical Manager
Full-time
Dates Employed Nov 2020 – Aug 2021
Employment Duration 10 mos
Location Mali
Initiating and management of various projects at the Morila Gold mine to see the operation back into processing mined ore from various pits.
Processing Manager
Full-time
Dates Employed Jul 2019 – Aug 2021
Employment Duration 2 yrs 2 mos
Location Perth, Australia
Leading process and plant operations on the Goulamina Lithium Project.
Processing Manager
Company Name Altura Mining Limited Full-time
Dates Employed Jan 2016 – Jun 2019
Employment Duration 3 yrs 6 mos
Location Perth, Australia
Leading the processing discipline through DFS, FEED and commissioning, and managing operational readiness of maintenance and processing departments, through commissioning to commercial operation.
https://www.linkedin.com/in/waltermadel/