Approx the same NPV at US$1,054m (DFS is -US$2m from PFS) but lots of things have changed behind the scenes of the number. Initial thoughts
- Resource increase, life of mine extended to 24 years (from 22y)
- Annual revenue up by US$30m to US$240m (great)
- Capex up by about US$300m or 200% increase (Yikes)
- Average production cost up by about $500/t
- Variable Talnode-C sale price used depending on stage of the project. Assume this is how overall numbers have been kept roughly in line with PFS
Doesn’t include a table with PFS figures for quick comparison which is disappointing (some may see this as a red flag, why hide it?)
Overal numbers look very robust but I have some questions about how they got there. Will need to spend some time to digest.
Ann: Robust DFS Paves Way For Talga Battery Anode Project, page-14
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