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PodcastCompany InterviewsOctober 9, 2026

Lithium Ionic (TSXV:LTH) - Sub-$200M Build, $2B NPV at Today's Lithium Prices

Lithium Ionic's Bandeira project targets sub-$200M capex against a feasibility-study NPV of $1.45B, rising toward $2B at current spot prices.

  • Cash position improved: Lithium Ionic closed the sale of non-core asset Salinas, banking almost C$30 million after costs, plus a 2% royalty and a US$7.5 million deferred payment.
  • Permitting nears finish line: The federal process is wrapping up, sending Bandeira back to the state committee for a vote expected to start within two months, with permits targeted by year-end 2026.

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