The most leveraged companies to rising #lithium prices are those both *currently producing* & *lowering costs*
Key slide @PiedmontLithium deck shows gross margins at various #spodumene prices.
TD Cowen's David Deckelbaum forecasts $90M 2025 EBITDA vs. Piedmont EV $171M 👉 $PLL trading at just 2X 2025E EV/EBITDA. This includes zero value for Carolina and Ghana, which obviously have substantial value & interest from Tier One strategic customers.
👀NAL ramp to full nameplate 2H 2024.
ICYMI - Watch Godfather of Spodumene James Brown @SayonaMining recent Rock Stock Channel interview for more color on NAL progress
👉https://t.co/ox6n1qIWNF
$PLL $SYA
Not advice. DYOR.
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🔥BOMBAZO🔥
💥El mercado de bonos tokenizados crecerá a $3B para finales de este año según Tom Wan de https://t.co/eef5LyGQK5
🔹Según Tom, estas entidades buscan acceder a rendimientos libres de riesgo mientras permanecen dentro de la blockchain.
💥Recordá que Larry Fink de #BlackRock afirmo que TODOS los activos estarán tokenizados en la blockchain...🔥💪🏻