CXO 5.45% 26.0¢ core lithium ltd

Banter and general comments, page-1208

  1. 1,510 Posts.
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    Let me try to wrap up the catalysts for the reaction to get us at 1,25$ or 5x from here 1,5B MC :

    • increase of measured via infill drilling
    • increase of overall MRE
    • continue gold exploration
    • review of the production parameters with output increase and increase of LOM
    • revision of DFS
    • FID
    • start of construction

    external factors:

    • continued uptrend in adoption of EV
    • exponential trend in industrial scale batteries...going towards a 100% renewable supported by batteries
    • base case Lithium Spod growing at 700$ /t

    Did I miss anything, obviously if the industry will face some Lithium shortage with many projects being slow to come on line Lithium could temporarily spike above the base case
 
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