I understand it as follows. 5 Mt Ore is equivalent to around 800.000t of spodumene. At current prices there would be a USD 700 margin per ton. That is USD 560m Margin. Lets assume that translates to USD 500m earnings.
P/E multiple 10: MC USD 5B --> approx USD 3 per share
P/E multiple 15: MC USD 7.5B --> approx USD 4,5 per share
Possible further upside: downstream (Posco) and MT Francisco
Possible downside: lower spodumene prices
Ann: First Load Commissoning for Crusher Commences, page-65
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