your math is based on ( I assume) $19000 usd per tonne as per DFS - Also relying on same AISC was circa $4000 per tonne, ( expected to b closer to $3000 )
thatt puts EBITDA at roughly ( based on $3000expected aisc) at USD$ 16000 per tonne x DFS expectation of pricing ( proving to be very accurate atm ) and binding offtake for 4000 tonnes per year at EBITDA at USD $ 64,000,000 NOT $16,000,000 !!!
Now when another OTA and full 10000oer tonne is sold based on the above is USD$160 million per annum gross profit
Now correlate that with production peers and u may c what I c , that obviously Mr pip trader doesn’t!! - and I think u do - just wanted to correct your post for others-
not trying to b a smart arse towards u -
Ann: Binding Offtake Term Sheet with LG Energy Solution, page-137
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