So expanding on that further, assuming:
- 20 year LOM
- 2mtpa
- 1% Ni
- $14,000/t Ni price
- IRR 12%
- 35% FCF margin (IGO latest quarterly)
- excluding PGE credits and downstream processing
Gives me $819m NPV. Does that sound right? Wasn't sure if year one was $98m or $87m given the first year FCF is in one year. If its $87m then 20yr NPV is $732m.
Either way, due for a rerate once the SS and MRE are signed off.
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