@dirtkicker
The way I read the April announcement, the NPV of US56 was as of January 1 when 136M capex was still required. This should mean the NPV comprised -136M capex and +192M discounted cash flows. At the time of the announcement in April the remaining capex requirement was only 56M i.e. 80M had been sunk since Jan 1. NPV from April should therefore be USD136M.
In any case the NPV seemed very low given the model had them making just over US2000 per tonne delivered to port. Thats 120M revenue. Are more details of the valuation available anywhere? They wouldn't have used the total capex from the start of the project would they? (its sunk. it shouldn't used)
monday, page-13
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