appreciate the effort you've gone to here.
on your comparison chart I have feedback.
cash position included is important. would recommend adding.
AISC also a good addition. tells you who is profitable in price pullback.
anyone with a secondary revenue stream can be captured by simply taking annualised revenue and dividing it back over the lce production. this I think helps to eliminate secondary streams and gives you a hypothetical inflated spodumene/lce price which incorporates by product as a credit.
would not use the same commodity pricing, as oils ain't oils and some will get more or less price for product. think let people work out who is being realistic and whom isn't.
my 2 lithium holdings are in the 3the lowest on this chart and replicates a similar live NPV/MC graph I've used. search twitter for further details. aligned in the thought process and the analysis. well done.
SF2TH
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