Hi RoyE, thanks for your input. have you considered lithium price rising impact? as per Ltr PFS, SC6 was US739 projected(~400-500 spot price at the time). But we need to focus on two points now. First, 2mt to potentially 4mt. This will have a massive impact on NPV. second, as indicated in PFS, every 20% SC6 price increase contributes to more than 500M NPV increase. let's assume SC6 spot is US1330(80% increase, I don't want to use PLS auction price over $2000 for this calculation), my calculated NPV is 3.1bn. btw, I haven't started to talk about downstream processing yet. Assumed LHM price in scooping study was $14000, current spot price is $20000(50% more). I understand where you are from, but the market is changing very fast since last October. I don't think we could ignore it. Regards.
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