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One World Lithium Announces That They Have Received Natural Brine Samples for Testing Using Direct Lithium Carbonation Extraction Technology and Closing Term Loan Financing
Thenewswire· 2025-07-16 21:00
   VANCOUVER, BC –  July 16, 2025 – TheNewswire - One World Lithium Inc. (CSE-OWLI) (OTCQB-OWRDF) (the “Company” or “OWL”) is pleased to announce it has now received two separate lithium brine samples from a major mining company’s lithium project in South America. The samples are currently at the lab where they will be tested for Lithium Recovery using the Company’s novel lithium recovery technology that will enable lithium carbonate production directly from natural brines in a single step. In November 202 ...
Rio Tinto Limited:力拓有限公司增加南美锂业务敞口-20250520
摩根士丹利· 2025-05-20 15:45
报告公司投资评级 - 报告对Rio Tinto Limited的股票评级为Equal - weight(等权重),行业观点为In - Line(与基准表现一致),目标价为A$119.50,2025年5月19日收盘价为A$119.46 [7] 报告的核心观点 - Rio Tinto宣布与Codelco达成协议,组建合资企业开发智利Salar de Maricunga锂项目,Rio Tinto将获得合资企业49.99%的权益,并承诺最高投资0.9亿美元 [2] - 该交易符合Rio Tinto增加锂业务布局的战略,预计不会改变其每年100 - 110亿美元的资本支出预算,其锂业务敞口估值约占集团归属企业价值的5% [3] 根据相关目录分别进行总结 项目进展 - Codelco原计划2027年初开始建设,2030年初首次生产,一期产量约20千吨/年(碳酸锂当量),初始资本成本12亿美元;二期计划到2033年将产量提高到约30千吨/年,需额外投资11亿美元;因Rio Tinto加入,项目开发计划可能改变 [4] 财务数据 |财政年度|12/24|12/25e|12/26e|12/27e| | ---- | ---- | ---- | ---- | ---- | |净收入(百万美元)|53,658|51,154|54,397|55,888| |息税折旧摊销前利润(百万美元)|21,753|21,081|22,832|23,179| |ModelWare净收入(百万美元)|10,867|9,438|9,917|9,655| |每股收益(美元)|6.65|5.77|6.07|5.91| |市盈率|10.9|13.2|12.6|12.9| |企业价值/息税折旧摊销前利润|6.7|7.7|7.3|7.2| |市净率|2.1|2.2|2.0|1.9| |净资产收益率(%)|19.9|17.1|17.1|15.6| |每股总股息(美元)|4.02|3.49|3.66|3.57| |股息收益率(含特别股息,%)|5.5|4.6|4.8|4.7| |自由现金流收益率(%)|4.7|2.3|3.0|5.1| |杠杆率(期末,%)|7.1|23.1|24.4|21.6| [7] 估值方法 - 基于现金流折现的分部加总法,60%基础情景、20%乐观情景、20%悲观情景加权,关键假设为加权平均资本成本8.1%(债务成本5.5%,股权成本10%,贝塔系数0.9倍) [10][11] 其他公司评级 - 报告还给出了其他公司的评级,如BHP Group Ltd评级为Overweight( overweight),Deterra Royalties Ltd评级为Equal - weight等 [66]