Delta Lithium (ASX: DLI) – develop two WA lithium project
COMPANY SCOREBOARD
Pro Plus | Pro | Con Plus | Con |
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ABOUT COMPANY
Delta lithium (DLI) (https://deltalithium.com.au/) explores lithium and gold in Western Australia. Its flagship is the Mt Ida Lithium Gold Project.
CAPITAL STRUCTURE
ASX Code | Share Price | Shares | Option (In) | Market Cap | Cash/Asset ($m) |
DLI | 0.21 | 713407142 | 149815499.82 | 86/0 |
Holders No | Top 20 (Cur) | Top 20 (Pre) | Director Hold | Performance Right | Note |
7207 | 64.07% | 50.95% | 1.7% | 7987500 | last raise $70m@46c; pre raise $46.4m@70.75c |
MIN owns 17.44% of the company, and 2 directors are on the board.
Some of the performance rights have a minimum share price hurdle of $1. 12m performance rights to David Flanagan has a minimum hurdle of delineation of 50Mt resource at minimum grade of 0.8% by November 2025
FLAGSHIP ASSETS
Mt Ida Lithium Gold Project WA
Below are the project’s resources:
The 2023 update estimated the resource of 9.9Mt@1.5% at 0.9% cut-off for 148,500
OTHER ASSETS
Yinnetharra Lithium Project Gascoyne
The company acquired the project in September 2022 for $15m shares@56.7c and an additional milestone payment of $10m shares@VWAP upon delineation of 15m@0.9% Li2O within 4 years (ACHIEVED) from a 100% owned subsidiary of Toronto based Waratah Capital Advisers (a Chinese backed entity).
In Dec 2023, the company reported a resource estimate of 14.4m@1.1% for 158,400 Li.
SUMMARY
There is no more than 100-200kt li there so far at the best. The Chair resigned before resources estimate.