So in Argonaut's report from June last year they modelled revenues of ~600M pa, while the update is naturally double. I suspect the modelled NPV would conservatively have doubled too.
The updated $22.88 valuation would be "risked", and I'm guessing the "post build npv" would be closer to 4 or $5B, which conservatively would be North of $60 per share!
Doubling of the throughput is a big deal.
Hopefully someone can get hold of the full report, would be fascinating.
General discussion, page-6072
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