AGY LOM Equivalent, page-7

Haters gonna hate.... LMFAO!

Re NPV, a LOT has happened since the 2018 PEA.
The pricing (and cost) landscape has evolved significantly. No-one can reasonably deny this.

Consider the following example scenario from the PEA, to illustrate sensitivity to pricing:



Key takeaways:
- At a product price of $15,500/t, the NPV of a 15ktpa operation is around $650M
- If that price increases to $20,000/t, the NPV increases to above $1B, and the IRR exceeds 90%

Let that sink in.
For the production scenario of 15ktpa for 11 years, an increase of "only" $4,500/t pricing raises the NPV by almost $400M..
Read that again.

What happens at $25,000/t...?
What happens at $30,000/t...?
What happens if (when) we increase the LOM and/or production rate after the current drilling campaign...?

Some people need to type less and do more MATHS imo.


DYOR and $$$ schedules.


$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$AGY