Hope everyone had a good Christmas and are dodging and weaving the old corona.
I note (per the BKT website) at a high-level the cost per tonne to produce is $397 and the mixed basket will be sold for ~$1,300 per tonne.
This leaves us with a USD $1.489B NPV @ 8%
A couple of questions from me:
(1) Do we know if the co is going to provide an updated model in early 2022?
(2) Has anyone done a back of the napkin update with current graphite prices - I think the last pricing table 13th shared indicated 99% + mesh is selling for $3100USD per tonne. This is significantly higher than the 2019 enhanced DFS.
Thanks in advance!
Ann: BKT Signs POSCO Offtake & Prepayment Agreement, page-23
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