EPISODE · Mar 31, 2026
CLEANTECH LITHIUM PLC - Pre-Feasibility Study Laguna Verde
from Investor Meet Company - Audio Archive · host Investor Meet Company
Cleantech Lithium PLC’s latest investor update marks a significant milestone with the publication of its Pre-Feasibility Study (PFS), providing robust validation of its flagship lithium project and advancing its growth strategy toward development and strategic partnerships. The PFS outlines a 25-year mine life and a post-tax net present value (NPV8) of approximately $960 million, with strong IRRs exceeding 21% and a rapid four-year payback period, underscoring attractive project economics. Forecast annual production is set at 15,000 tonnes, with potential upside to 20,000 tonnes subject to further resource conversion, while operating costs remain highly competitive at under $6,000 per tonne, positioning the company in the lowest quartile of the global cost curve. Capital expenditure is estimated at c.$600 million plus contingency, reflecting disciplined project planning. The financial results demonstrate strong projected cash flow generation and resilient margins over the life of the asset. The PFS also strengthens Cleantech Lithium’s ability to engage with strategic partners and supports progression toward a Definitive Feasibility Study (DFS). With exposure to growing lithium demand, scalable production, and a clear path to development, the company is well positioned to deliver long-term shareholder value through disciplined execution, cost-efficient operations, and strategic capital allocation in the energy transition sector.
What this episode covers
Cleantech Lithium PLC’s latest investor update marks a significant milestone with the publication of its Pre-Feasibility Study (PFS), providing robust validation of its flagship lithium project and advancing its growth strategy toward development and strategic partnerships. The PFS outlines a 25-year mine life and a post-tax net present value (NPV8) of approximately $960 million, with strong IRRs exceeding 21% and a rapid four-year payback period, underscoring attractive project economics. Forecast annual production is set at 15,000 tonnes, with potential upside to 20,000 tonnes subject to further resource conversion, while operating costs remain highly competitive at under $6,000 per tonne, positioning the company in the lowest quartile of the global cost curve. Capital expenditure is estimated at c.$600 million plus contingency, reflecting disciplined project planning. The financial results demonstrate strong projected cash flow generation and resilient margins over the life of the asset. The PFS also strengthens Cleantech Lithium’s ability to engage with strategic partners and supports progression toward a Definitive Feasibility Study (DFS). With exposure to growing lithium demand, scalable production, and a clear path to development, the company is well positioned to deliver long-term shareholder value through disciplined execution, cost-efficient operations, and strategic capital allocation in the energy transition sector.
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CLEANTECH LITHIUM PLC - Pre-Feasibility Study Laguna Verde
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