if we use the non-current US$1709/t basket price in the eDFS, the NPV of Module 1 is around US$297M or AUD$444M
therefore, the current market cap is around 28% of the module 1 NPV
but if BKT raises 50% of the Module 1 capex at the current share price of 12.5 cents, it seems the market cap will be around 59% of the Module 1 NPV
but if we plug a current basket price of US$1300/t into the spreadsheet, the NPV for Module 1 falls to around US$150M
BKT research / Graphite sector research, page-430
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