Please note the following calculations were based on latest available information and are purely an exercise, should always do your own research.
ARL share price has underperformed due to 'perceived uneconomic' for KNP as last PFS done in 2014 used nickel price US$9/lb. So, for exercise purpose, I've used current SPOT price for both nickel and cobalt to recalculate NPV for both CLQ and ARL (based latest revising annual production):
1. NPV @8% after tax:
CLQ: A$887m (without scandium credit)
ARL: A$570m
2. Resources in ground value:
CLQ: A$48b
ARL: A$101b
3. Enterprise value:
CLQ: $475m
ARL: $30m
CLQ's latest presentation:
NPV@8% after tax: US$891m
with scandium credit: US$1.23b
ARL vs CLQ
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