A PS to my last post, if BHP knows it can use the technology they are not operating under a probability factor, they will have the NPV's fully valued.
If as Fergus says, they are happy the trials have been at commercial scale (and by some measures they have been) then BHP starts the value of the company without Fergus's risk premium.
Look at his point 1. in post 1598524. Then in point 2 he saysfor a 240k tpa plant there may be a 400% to 500% increase in NPV if "BHP consider APG technology proven at scale"
From our position we don't know what they think and can only speculate but I really don't think the current share price has factored in all the information correctly yet.
That makes life interesting
Cheers
Seik
APG Price at posting:
0.0¢ Sentiment: None Disclosure: Held
