Why would you hate to see the numbers? With an opex of only ~$4390US and an EBITDA margin of 84% they’ve got plenty of room to accommodate a lower lithium price. Reducing the NPV by 40% still gives them an NPV of $2.5b AUD. Yeah the npv:capex is high but it always has been. Not many companies have anywhere near the financial support and backing that Vulcan has established even before the DFS was released. Out of all the risks going forward the financing risk is one of the least of my concerns for Vul.
Have you worked out the carbon tax that European buyers will incur if they import their Li from Australia or Argentina?
Ann: Zero Carbon Lithium Project Phase 1 DFS Results, page-31
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