How is it not factual.
As was posted the DFS has an NPV of $706m at spod prices of 526 or something there abouts. Since then we have had increased recoveries. We have had increased grades from new drilling. We have extensions to resource increasing LOM. It is unlikely the project will run at 2Mtpa and will move to 4Mtpa. Also probably the next 5 years at least we are likely to see Spod prices above $700. Which basically doubles profit margin. Given we all know the early years are the most critical to an NPV valuation, this is significant. The current NPV can realistically be given at near $1bn
Ann: Bulk Sampling Program Results and Project Update, page-61
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