Bitesize briefing – Do projects with lower capex and opex intensity have higher market valuations?

Bitesize briefing – Do projects with lower capex and opex intensity have higher market valuations?

Projects with lower capex intensity and lower opex should, in theory, generate higher returns assuming the projects sell the same product. In this video, we examine how the market values hydroxide and carbonate projects on an EV per tonne basis relative to a project’s opex and capex intensity.

*Note that Desert Lion’s PEA on its Namibian Lithium project was completed before its acquisition by Lepidico. Lepidico is pursuing an alternative development strategy to that envisaged by Desert Lion and therefore does not endorse these figures.


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