American Lithium WKN: A2DWUX ISIN: CA0272592092 Kürzel: 5LA1 Forum: Aktien User: Chapuisat
0,6485 EUR
-0,15 %-0,0010
29. Nov, 20:31:37 Uhr,
Lang & Schwarz
Kommentare 4.868
L
LongByNature,
01.02.2023 13:22 Uhr
3
Sehr gute PEA 🚀🚀🚀🚀🚀🚀
BenJam,
01.02.2023 13:21 Uhr
5
"
TLC PEA Highlights (Alternate Case - Ramp-Up Production Li + Magnesium Sulfate production):
. Identisches LCE-Produktionsszenario, jedoch mit zusätzlicher LOM-Durchschnittsproduktion von 1.681.856 tpa Magnesiumsulfat (MgSO4" Monohydrat und Heptahydrat) als Nebenprodukt;
? Kapitalwert vor Steuern ("NPV") 8 % 6,06 Mrd. $ bei 20.000 $/t LCE und 150 $/t MgSO4;
. Kapitalwert nach Steuern8% $5,16 Milliarden bei $20.000/t LCE & $150/t MgSO4;
Interne Rendite vor Steuern ("IRR") von 38,6
. IRR nach Steuern von 36,0
. Amortisationszeit des Anfangskapitals vor Steuern 3,5 Jahre; Amortisation nach Steuern 3,7 Jahre
. Durchschnittlicher jährlicher LOM-Cashflow vor Steuern: 684 Mio. $; jährlicher Cashflow nach Steuern: 591 Mio. $ . Anfängliche Kapitalkosten ("Capex") geschätzt auf $ 827 Millionen
. Capex insgesamt auf 1439 Mio. $ geschätzt; Sustaining Capital auf 763 Mio. $ geschätzt
. Betriebskosten ("Opex") geschätzt auf 7443 $/t LCE einschließlich Stromgutschriften
. Betriebskosten ("Opex") geschätzt auf 817 $/t LCE, einschließlich Strom- und MgSO4-Gutschriften
. PEA-Minenplan produziert 1,46 Mt LCE und 64,9 Mt MgS04 LOM über 40 Jahre
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A
Aktionario,
01.02.2023 13:20 Uhr
0
👍
BenJam,
01.02.2023 13:20 Uhr
5
"
American Lithium gibt positive vorläufige wirtschaftliche Bewertung für TLC bekannt, Base Case - NPV8% nach Steuern US$3,26 Milliarden & IRR nach Steuern von 27,5%
VANCOUVER, BRITISH COLUMBIA, 1. Februar 2023 - American Lithium Corp. ("American Lithium" oder das "Unternehmen") (TSX-V:LI | NASDAQ:AMLI | Frankfurt:5LA1) freut sich, die Ergebnisse seiner ersten vorläufigen wirtschaftlichen Bewertung ("PEA") für das Projekt Tonopah Lithium Claims ("TLC") im Lithiumgebiet Esmerelda nordwestlich von Tonopah, Nevada, bekannt zu geben. Diese unabhängige PEA wurde gemeinsam von DRA Global und Stantec Consulting Ltd. ("Stantec") durchgeführt und zeigt, dass das TLC-Projekt das Potenzial hat, ein bedeutender, langlebiger Produzent von kostengünstigem Lithiumkarbonat ("LCE" oder "Li2CO3") zu werden, mit dem Potenzial, entweder LCE in Batteriequalität oder Lithiumhydroxid ("LiOH") zu produzieren. Der PEA-Basisfall sieht einen anfänglichen Verarbeitungsdurchsatz von 4,4 Millionen Tonnen pro Jahr (Mtpa") vor, der auf 8,8 Mtpa erweitert werden soll. Der alternative PEA-Fall ist identisch, jedoch mit einer zusätzlichen Produktion von hochreinem Magnesiumsulfat als Nebenprodukt während der Betriebsdauer. Sofern nicht anders angegeben, sind alle Dollarangaben in US-Währung.
TLC PEA Highlights (Base Case - Ramp-up Production Li only_production):
. Nettogegenwartswert vor Steuern ("NPV")8% 3,64 Milliarden $ bei 20.000 $/Tonne ("t") LCE
. Kapitalwert nach Steuern8% $3,26 Mrd. bei $20.000/t LCE . Interner Zinsfuß vor Steuern ("IRR") von 28,8
. IRR nach Steuern von 27,5% .
. PEA Minen- und Verarbeitungsplan produziert 1,46 Mt LCE LOM über 40 Jahre
? Amortisationszeit des Anfangskapitals vor Steuern 3,6 Jahre; Amortisation nach Steuern 3,8 Jahre
. Durchschnittlicher jährlicher LOM-Cashflow vor Steuern: $ 435 Millionen; jährlicher Cashflow nach Steuern: $ 396 Millionen
. Anfängliche Kapitalkosten ("Capex") geschätzt auf $ 819 Millionen
. Capex insgesamt auf 1.431 Mio. $ geschätzt; Sustaining Capital auf 792 Mio. $ geschätzt
. Betriebskosten ("Opex") geschätzt auf 7443 $/t LCE einschließlich Stromgutschriften
Simon Clarke, CEO von American Lithium, erklärt: "Wir freuen uns sehr, eine sehr solide erste PEA für TLC bekannt geben zu können. Unser Team hat hart gearbeitet und viel Zeit damit verbracht, die Mineralisierung von TLC und die beste Methode zur Gewinnung von hochreinem Lithium durch konventionelle Aufbereitungsmethoden mit den neuesten Techniken und erstklassigen Anlagen und Ausrüstungen zu verstehen. Ein beträchtlicher Teil der Aufbereitungsarbeiten wurde bis zur Vormachbarkeitsstufe durchgeführt, da wir glauben, dass dies uns helfen wird, die nächsten Phasen der Erschließung rasch zu durchlaufen. Mit einer LCE-Reinheit von 99,4 % bietet TLC die Möglichkeit, entweder Lithiumcarbonat oder -hydroxid in Batteriequalität mit minimaler zusätzlicher Raffination zu produzieren.
In dieser PEA zeigen wir eine lange Minenlebensdauer, wobei nur die höchstgradigen Abschnitte der Lagerstätte verwendet werden, mit dem Potenzial für eine zusätzliche Produktionssteigerung und Minenlebensdauer unter Verwendung unserer mittel- und niedriggradigen Abschnitte. Die Wirtschaftlichkeit ist nicht nur für die Produktion von hochreinem Lithium sehr hoch, sondern TLC hat auch das Potenzial, hochreine Magnesiumsulfate als Nebenprodukte für die Landwirtschaft und andere Endanwendungen zu produzieren. Wie in der PEA gezeigt wurde, können diese Nebenprodukte selbst bei einer konservativen Preisgestaltung einen beträchtlichen wirtschaftlichen Wert darstellen. Gleichzeitig haben wir uns darauf konzentriert, sicherzustellen, dass wir die Umweltauswirkungen und den Wasserverbrauch beim Abbau, der Verarbeitung und der Produktion von Lithium aus TLC weiterhin minimieren."
...
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L
LongByNature,
01.02.2023 13:19 Uhr
2
Table 5 – Capital and Operating Cost Estimates
Case Initial Capital (millions US$) LOM Capital (millions US$) US$/t LCE with power credit US$/t LCE with MgSO4 credit
Base Case 819 1431 7429 -
Alternate Case 827 1439 7429 843
Case 3 813 813 7543 -
Case 4 822 822 7543 1,330
Table 6 – Financial Model Estimate Results Comparison
Recovered
LCE Recovered MgSO4 Pre-Tax
Comparison
Case t/a average kt/a average NPV (M US$) IRR (%)
Base Case 38,157 0 $3,629 28.8%
Alternate Case 38,157 1,681 $6,030 38.6%
Case 3 21,930 0 $2,136 27.5%
Case 4 21,930 909 $3,592 38.2%
Qualified Persons
Joan Kester, PG and Derek Loveday, P. Geo. of Stantec Consulting Ltd., Independent Qualified Persons as defined by National Instrument 43-101 Standards of Disclosure for Mineral Projects (“NI 43-101”), have prepared or supervised the preparation of, or have reviewed and approved, the scientific and technical data pertaining to the Mineral Resource estimates contained in this release.
Satjeet Pander, P.Eng. and Sean Ennis, P.Eng of Stantec Consulting Ltd., Independent Qualified Persons as defined by NI 43-101, have prepared or supervised the preparation of, or have reviewed and approved, the scientific and technical data pertaining to mining, mine scheduling, and tailings management contained in this release.
John Joseph Riordan, BSc, CEng, FAuslMM, MIChemE, RPEQ, of DRA Pacific (Pty) Ltd., and Valentine Eugene Coetzee, BEng, Meng, P.Eng. of DRA Projects SA Pty Ltd., Independent Qualified Persons as defined by NI 43-101, have prepared or supervised the preparation of, or have reviewed and approved the scientific and technical metallurgical information and financial modelling results contained in this news release.
Mr. Ted O’Connor, P.Geo., Executive Vice President of American Lithium, and a Qualified Person as defined by National Instrument 43-101 Standards of Disclosure for Mineral Projects, has also reviewed and approved the scientific and technical information contained in this news release.
In accordance with NI 43-101, the Company intends to file the completed technical report on the PEA under the Company's profile on SEDAR (www.sedar.com) and on the Company's website within 45 days from the date of this news release.
L
LongByNature,
01.02.2023 13:18 Uhr
2
Mining
Based on the analysis completed by Stantec, the TLC Project is highly amenable for development by conventional open pit truck and shovel operation. The Base Case and Alternative Case have identical LOM production plans and schedules.
Table 3 - Mining Rates
Parameter Unit Value
Mine Production Life Years 40 (includes 2-year production ramp up)1
Material mined Mt 607
ROM head grade to beneficiation ppm Li 1400
Head Grade to Leach ppm Li 2000
Recovered LCE LOM Mt 1.41
Waste LOM Mt 292.5
Total Mineralize Material throughput LOM Mt 315.3
Strip Ratio (LOM) (tw:to) 0.93
2 years construction, including 1 year Capitalized pre-production mining; 2-year production ramp-up with 75% nameplate in Year 2.
Table 4 - Detailed Capital Cost Estimates:
Capital Costs Phase 1 Phase 2 LOM
($ millions)
Mining (pre-strip and capital) 56.3 - 56.3
Processing plant - Direct costs 424.5 228.8 653.3
Processing plant/mine – Infrastructure 45.9 sustaining 45.9
Tailings & bulk infrastructure1 49.8 sustaining 49.8
Total Direct Costs 576.5 228.8 805.3
Total Indirect Costs (Process Plant)2 181.9 316.8 498.7
Contingency (Process Plant)10% 60.6 54.7 115.3
Closure Costs (captured in sustaining) - - 25
TOTAL – Li Only Base Case 819.0 600.3 1,431
Added Plant Capex for MgSO4 Production 23.8 23.8 47.6
TOTAL – Li + MgSO4 (includes tailings savings) 827.0 1,439
Sustaining Capital Costs – Li only - - 765.5
Sustaining Capital Costs – Li + MgSO4 - - 735.9
Tailings built in phases and included in P1 capital cost estimate and sustaining capital for remaining LOM
Includes EPCM, spares, insurances, owners’ team.
Flat 24,000 t LCE Production Scenarios
As part of the PEA modeling and design work, DRA Global and Stantec were also requested to evaluate flat 24,000 t/year LCE production scenarios without any production ramp-up using the identical 1,400 ppm Li feed scenario. The flat scenarios both have 20 years of mining followed by processing of stockpiled material for Years 21 to 36.
The two additional scenarios are as follows:
Case 3: Flat 24 kt/a LCE – Stand-alone Li-only production
Case 4: Flat 24 kt/a LCE – Li and Magnesium Sulfate co-production
L
LongByNature,
01.02.2023 13:18 Uhr
2
Sensitivities
The project is most sensitive to LCE price and process costs, but relatively far less sensitive to capital costs and mining costs, in descending order of affect (see Table 2, and Figures 1 and 2, below).
Table 2 - TLC Project Metal Pricing NPV8% and IRR Sensitivity
Sensitivity ($)/t -30% -20% -10% Base Case $20,000/t 10% 20% 30%
Pre-tax NPV8% (millions) $1,243 $2,042 $2,842 $3,641 $4,441 $5,240 $6,040
Pre-tax IRR (%) 16.3 20.7 24.9 28.8 32.5 36.0 39.4
Figure 1 - Base Case Pre-Tax NPV8 Sensitivity Graph
Figure 2 - Base Case Pre-Tax IRR Sensitivity Graph
L
LongByNature,
01.02.2023 13:17 Uhr
2
Table 1 – TLC Project PEA Key Highlights
Description Units Base Case Alternate Case
LCE Selling Price $/tonne $20,000 $20,000
Life of Mine years 40 40
Processing Rate P1 / P21 ROM Mtpa 4.4 / 8.8 4.4 / 8.8
Average Throughput (LOM) tpa 8,112,415 8,112,415
LCEProduced (average LOM)1 tpa 38,157 38,157
LCE Production (steady state) tpa 24,000 24,000
P2 LCE Production (steady state) tpa 48,000 48,000
LCE Produced (total LOM)1 tonnes 1,462,913 1,462,913
Unit Operating Cost (OPEX) LOM2 $/LCE tonne 7,443 817
MgSO4 Produced (average LOM)1 tpa n/a 1,663,213
MgSO4 Selling Price $/tonne n/a 150
Gross Revenue incl. Power & MgSO4 Credits $ B 29.7 39.4
Capital Cost (CAPEX)3 P1 $ M 819 827
Capital Cost (CAPEX)3 LOM $ M 1,431 1,439
Sustaining Capital Costs (undiscounted) $ M 792 763
Project Economics
Pre-tax:
Net Present Value (NPV) (8%) U$ M 3,642 6,056
Internal Rate of Return (IRR) % 28.8 38.6
Initial Payback Period (undiscounted) years 3.6 3.6
Average Annual Cash Flow (LOM) $ M 435 684
Cumulative Cash Flow (undiscounted) $ M 16,147 25,860
After-tax:4
Net Present Value (NPV)8%) Post-Tax $ M 3,261 5,157
Internal Rate of Return (IRR) Post-Tax % 27.5 36.0
Payback Period (undiscounted) years 3.8 3.7
Average Annual Cash Flow (LOM) $ M 396 591
Cumulative Cash Flow (undiscounted) $ M 14,617 22,219
Notes:
Production: base case is 2 phases, 4.4Mtpa and 8.8Mtpa throughput; alternative case is identical, but with production of magnesium sulfate co-product over life of operations.
Includes all operating expenditures with credit for excess power and revenue from MgSO4 production as offset to Unit LCE Opex, the estimate is expected to fall within an accuracy level of ±30%.
Includes 10% contingency on process plant capital costs, 10% contingency is included in the tailings and infrastructure costs, and closure costs (LOM).
Tax calculation estimates were completed by Mining Tax Plan LLP, and include Federal Taxes, all Nevada State taxes and royalties and Nye County Property tax estimates, and available producer tax credits.
L
LongByNature,
01.02.2023 13:17 Uhr
2
Mine Life & Production
Simple truck and shovel open pit mining of the shallow resource underpins the scalable, long-life, lithium project producing approximately 24,000 tpa LCE over Years 1-6 expanding to 48,000 tpa LCE production for Years 7-19 years when mining ceases. Rehandling of the >1,000 parts per million (“ppm”) stockpile allows production to continue for Years 20-40.
Average LOM Production of approximately 38,000 tpa LCE for 40 years.
Targeted 1,400 ppm Li average feed grade pit-constrained resource supports mining for 19 years and processing >1,000 ppm Li stockpile for an additional 21 years.
1,400 ppm feed material beneficiation increases the head grade to leaching to 2,000 ppm Li.
LOM Strip Ratio (Waste:Ore) of 0.93:1 with a maximum final pit depth of ~325-350’, well above the water table depth.
Where possible progressive reclamation of mining areas is planned along with in-pit back-filling of waste rock and filtered tailings.
Sulfuric acid leaching using industry standard techniques and flowsheet produces high purity lithium carbonate to enable the production of battery grade LCE or LiOH.
PEA study estimates that for an additional $100M (Installed) Capex, and $406/t LCE Opex, a final conversion and refining processing step will enable the production of battery grade LiOH; or
End users have the flexibility of acquiring high purity LCE from TLC and converting it themselves to whichever product is required.
Magnesium sulphate (monohydrate) is an increasingly important fertilizer add-on product with a large and growing global market. High-purity hydrated products (heptahydrate & epsom salts) are used in the food, personal care and water quality industries.
L
LongByNature,
01.02.2023 13:16 Uhr
2
Simon Clarke, CEO of American Lithium states, “We are extremely pleased to announce a very robust maiden PEA for TLC. Our team has worked hard and spent considerable time getting an in-depth understanding of TLC mineralization and the best way to recover high purity lithium utilizing conventional processing methods with the latest techniques and best in class plant and equipment. A significant portion of the processing work has been done to pre-feasibility levels as we believe this will help us move quickly through the next phases of development. At 99.4% LCE purity, TLC offers the capability to produce either battery grade lithium carbonate or hydroxide with minimal additional refining.
In this PEA, we showcase a long mine-life utilizing only the highest-grade sections of the deposit, with the potential for additional production ramp-up and mine life utilizing our mid-grade and lower grade sections. Not only are the economics very strong for high purity lithium production, but TLC also has the potential to produce high purity magnesium sulfates as by-products for agriculture and other end uses. As shown in the PEA, even assuming conservative pricing, these by-products can add significant economic value. At the same time, we have focused our work on ensuring we continue to minimize environmental impacts and water usage in the mining, processing and production of lithium from TLC.”
TLC PEA Highlights (Alternate Case – Ramp-Up Production Li + Magnesium Sulfate production):
Identical LCE production scenario, but with added LOM average production of 1,681,856 tpa of magnesium sulfate (“MgSO4” - monohydrate and heptahydrate) by-products;
Pre-tax Net Present Value (“NPV”)8% $6.06 billion at $20,000/t LCE & $150/t MgSO4;
After-tax NPV8% $5.16 billion at $20,000/t LCE & $150/t MgSO4;
Pre-tax Internal Rate of Return (“IRR”) of 38.6%
After-tax IRR of 36.0%
Pre-tax initial capital payback period 3.5 years; after-tax payback 3.7 years
Average LOM pre-tax annual cash flow: $684 million; annual after tax cash flow: $ 591 million
Initial Capital Costs (“Capex”) estimated at $827 million
Total Capex estimated at $1439 million; Sustaining Capital estimated at $763 million
Operating cost (“Opex”) estimated at $7443/t LCE inclusive of power credits
Operating cost (“Opex”) estimated at $817/t LCE, inclusive of power & MgSO4 credits
PEA mine plan produces 1.46 Mt LCE and 64.9 Mt MgSO4 LOM over 40 years
x
xRapiDx,
01.02.2023 13:16 Uhr
0
So wie versprochen
x
xRapiDx,
01.02.2023 13:16 Uhr
0
Ja man!
L
LongByNature,
01.02.2023 13:16 Uhr
2
American Lithium Announces Positive Preliminary Economic Assessment for TLC, Base Case – After-tax NPV8% US$3.26 Billion & After-tax IRR of 27.5%
VANCOUVER, BRITISH COLUMBIA, February 1, 2023 – American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | NASDAQ:AMLI | Frankfurt:5LA1) is pleased to announce the results of its maiden Preliminary Economic Assessment (“PEA”) for the Tonopah Lithium Claims (“TLC”) project located in the Esmerelda lithium district northwest of Tonopah, Nevada. This independent PEA was completed jointly by DRA Global and Stantec Consulting Ltd. (“Stantec”) and demonstrates that the TLC project has the potential to become a substantial, long-life producer of low-cost lithium carbonate (“LCE” or “Li2CO3”) with the potential to produce either battery grade LCE or lithium hydroxide (“LiOH”). The PEA base case envisions an initial 4.4 Million tonnes per annum (“Mtpa”) processing throughput expanding to 8.8Mtpa. The PEA alternative case is identical, but with added production of high purity magnesium sulfate as a by-product over life of operations. Unless otherwise stated, all dollar figures are in US currency.
TLC PEA Highlights (Base Case – Ramp-up Production Li only production):
Pre-tax Net Present Value (“NPV”)8% $3.64 billion at $20,000/tonne (“t”) LCE
After-tax NPV8% $3.26 billion at $20,000/t LCE
Pre-tax Internal Rate of Return (“IRR”) of 28.8%
After-tax IRR of 27.5%
PEA mine and processing plan produces 1.46 Mt LCE LOM over 40 years
Pre-tax initial capital payback period 3.6 years; after-tax payback 3.8 years
Average LOM annual pre-tax cash flow: $435 million; annual after tax cash flow: $ 396 million
Initial Capital Costs (“Capex”) estimated at $819 million
Total Capex estimated at $1,431 million; Sustaining Capital estimated at $792 million
Operating cost (“Opex”) estimated at $7443/t LCE inclusive of power credits
p
pfeiffer3383,
01.02.2023 13:16 Uhr
0
PEA gerade gekommen
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