Brilliant post @7benson7!
PLS pilgangoora Post tax NPV was $709M and they had a MC of $1.50B with offtakes and finance locked in. Obviously a lot of hype plus well known expansion plans ect priced in but for us to be half that would mean our share price needs to multiple about 10-15 times, depending on dilution with respect to finance!
Add in a bit of VRFB hype over the next year and our opportunity here becomes scary!
Ann: TMT - Investor Presentation July 2018, page-78
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