okay, I am a sucker for a calculation. So here goes.
Remember this chart LTR used to use in its presentations? It's an oldie but a goodie.
If we assume hydroxide price is equal to carbonate price, even though I think hydroxide stays at a premium, and the relationship between SC6 and hydroxide price stays around 8%, US$36,380 for carbonate equates to SC6 price of approx $US3000/tonne (36,380 x 0.08).
From LTR NPV calculation in graph above, there is a fairly linear relationship between SC6 price and NPV. Note, at US$3,000/tonne, NPV is off the charts, so has to be extrapolated.
From chart, at US$1,000/tonne, NPV = A$2.5bil. At US$2,000/tonne, NPV = A$7bil.
Extrapolation shows that at US$3,000/tonne, NPV well over A$10bil imo.
Happy Easter.
G
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Open | High | Low | Value | Volume |
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1 | 500 | 0.995 |
8 | 89016 | 0.990 |
2 | 45000 | 0.985 |
7 | 44847 | 0.980 |
Price($) | Vol. | No. |
---|---|---|
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1.010 | 116403 | 10 |
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