Has anyone had a crack yet for FA of the potential of the JV deal?
Sure we don't know a lot of detail yet, but we could model a few scenarios as to what _could_ play out, and then the subsequent effect on earnings (and thus SP).
I did want to make some minor changes at some point to qiktrade's awesome calculator to include WA royalties, Fed taxation, sales contracts (as opposed to basket prices), etc, etc and would be good to include upside potential benefit of the JV also.
Welcome all thoughts to assist with a model...
Cheers..
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