General comments/chat, page-39570

@bioalltheway, all 3 of us have posted some spreadsheet all based on interpretations.

i think if it wasnt for 1A we would have an absolute ripper of a dfs. it is impossible for 1A to be as efficient as Stage 1 would have been. this a negative. further negatives are cost of funding, and higher wage construction costs.

We have significant improvements also. all the historical BOAs have been shredded, and replaced with BOAs at a higher price. furthermore koalin is on the up both in price and demand, and the ban on stone cutting will help even further.

Shipping costs during the previous DFS were calculated at the peak of covid, and to me it looks like shipping to asia specifically should come down more than 50%, Europe much less also but not as much.

Then we have the birth of HRM with xgate in range from $1000 to $1500.

so...

less efficient 1a 1b then Phase 1 would be
higher cost
add interest

but.

higher sale price
lower shipping
hrm much higher higher sale price

but to put that into something meaningful, into a NPV8 whilst typing on my phone sitting in a sauna is outside my reach for now

my guess is a NPV 20% up from previous and a healthy price boost