Hi Sellier,
I agree.... NPV does sound high.... although it is hard to make full judgement until we see all the actual assumptions etc
Opex at US$15,510/t seems high also, - especially knowing that the mine development is pretty much done. Thoughts on that?
With Opex so high...yes..you are right about its seems they must have used a high Lithium price, but surely no consultant (DRA Global) would be happy putting their name to using US40-50l/t....for the LOM..
Also your calculation you do when including the full CAPEX... does look like it only spreads the CAPEX over the Wolfsberg project.... which may not be a correct assumption ....as I believe the plant will be processing more than the Wolfsberg ore longer term.
Anyway...what would your reasonable estimate be for a fair NPV for a UG project of this size?
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