General PSC Chat/Discussion, page-1119

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mitis

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11/11/21

19:59

Post #: 57508244
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Originally posted by setfire2thehive: ↑

Thanks for the feedback, appreciate the kind words.

What you've explained is basically already in the OFS, it's just displayed as the usual sensitivity table.
But agree having the raw number there as well would be good. That was mentioned in discussion.

But essentially NPV base is the line down the middle.

Want to know the NPV for 20% price increase. (so 736usd/t becomes 890usd/t) then take value at end of blue bar. So 650M USD NPV.

10% increase lands you in the middle of the blue bar maybe around 540M USD.

Discount rate decrease? 10% is the mid-point and 6% the far end of the blue bar. So 8% is the mid-point.
So keep the same SC6 price but use 8% discount rate around 540M USD NPV.

View attachment 3792266

Hope that explains how to read these.

For those wondering about the discrepancy from the roskill figures in PSC in OFS and roskill figures from LTR.

View attachment 3792299

4 points.

1) Roskill recently updated them
2) PSC used contract price not spot price
3) Highlighted section suggests it specifically is calculated to reflect offtake arrangement. (perhaps the SC6 as an input from hydroxide/carbonate - similar offtake pricing arrangement across the board)
4) 50usd/t difference between CIF china and FOB Beira

SF2TH

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@setfire2thehive, someone once advise that to get ones attention, you putting the "@" symbol in front of their name, which I tried yesterday on the MLS forum - Li minnow.
Maybe I misunderstood the technique ?
Would you please take a look over there if you have a few minutes - no attempt to cross promote here guys - sorry

PSC Price at posting: 49.5¢ Sentiment: Buy Disclosure: Held
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Last 7.6¢		Change 0.001(1.33%)		Mkt cap ! $43.31M

Open	High	Low	Value	Volume
8.0¢	8.0¢	7.6¢	$5.802K	75.60K

Buyers (Bids)

No.	Vol.	Price($)
1	7057	7.5¢

Sellers (Offers)

Price($)	Vol.	No.
7.7¢	20000	1

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No.	Vol.	Price($)
1	7057	0.075
2	100000	0.073
1	362884	0.072
2	44621	0.071
4	307858	0.070

Price($)	Vol.	No.
0.080	27536	2
0.088	40000	1
0.089	65658	1
0.090	31879	3
0.095	106357	1

Last trade - 14.45pm 28/10/2024 (20 minute delay)

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General PSC Chat/Discussion, page-1119

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General PSC Chat/Discussion, page-1119

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