Investor Presentaiton
Source: Capital IQ and Company Filings
January 2022
loneer
Li Americas
$868
$106
$32
Century Li
Rock Tech
Core Lithium
Current
loneer
$278
$84
$13
Li Americas
Atlantic
Century Li
$1,055
$985
Liontown
$463
Piedmont
Core Lithium
$1,229 $1,198
$695
Peer Positioning - EV/Resource (US$/t LCE)
Clay
Hardrock
$407
$383
Sigma
Sigma
Liontown
$300 $287
Piedmont
Rock Tech
American Lithium is trading at a significant discount to peers on EV / Resource | Clay peers have struggled since 2022
26
Critical
Elements
Frontier
$202
$154
AVZ Minerals
Patriot
1
$447 $433
$421
$304
$187 $149
Critical
Elements
Li lonic
AVZ Minerals
I
Atlantic
Frontier
Patriot
Li lonic
Clay: $336/t
$52
Hard Rock:
$470/t
Clay: $125/t
$25
Hard Rock:
$562/tView entire presentation