From the above report-
“Further out, 2022–23 has been lifted from $4.6 billion to $7.8 billion, and 2023–24 from $5.3 billion to $9.4 billion,” the Quarterly says. The latter is a rise of more than 77%.
Spodumene (a key lithium ore) “prices are forecast to rise from an average US$675 a tonne in 2021 to US$2,235 a tonne in 2022, before easing to about US$1800 a tonne in 2024.”
Median app.US$2000
Now translate that to figure 6 in the PFS-
So, just on SC6 prices alone, we should have a-
NPV 2- 2.2billion, IRR 290 and a payback of around 1 year, still with an 8%discount.
Then add in recovery and production rate increases and it is north again...and don't even mention a refined product...
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