P1 is the bunny, then. So, points as I said above about the ore reserves etc.
The Edison report assumes FCF of A$71m when P1 reaches steady-state. Its working off PFS figures that have been adapted, so it will be interesting to see how close that is to the feasibility study, but it is the best indication we have to work with for now, when looking to value P1 on its own.
No value is built in for any future developments, such as P2.
https://www.lepidico.com/wp-content/uploads/2019/07/Edison-Investment-Research-8-July-2019.pdf
Cheers
Ann: LOI with BASF extended to 31 December 2020, page-241
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