has anyone seen any recent PFS/ DFS scoping studies come out from other lithium explorers/developers to give us a benchmark peer price per tonne.
Eg. im trying to find a recent DFS - last 30-60 days to see if they are utilising higher price than $700.
and while i was writing this i answered my own question.....
This is from CXO recent DFS---- they are using $
850/t
▪ Excellent Project Value – pre-tax NPV8 A$384m Stage 1 (DFS + Extension Scoping Study) at US$850/t spot price.
Consensus forecasts from bloomberg and Roskill look around $850-900 out to 2026.
So im going to guess we utilise $850/t.
thoughts everyone. i know we have spoken about it, but does anyone have any other recent DFS as benchmark
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