Hi
@oremonger, thanks for your detailed information. It's helpful for people like myself who don't really understand what we're dealing with, but know from some basic research that's it's definitely something special.
Your calcs list the 10% HM, but PTR have listed deposits into 20% and as high as nearly 40% in one area (which is incredible given other mines in operation are sitting at 2-5%HM.)
The government have advertised tax credits for critical mineral mining which would lower some overheads.
Noting that your ore prices are in USD as someone else mentioned.
Given this, I'm assuming that this could bring us closer to double your estimation of $1.5b, so close to ~$3b USD or $4.8b AU. This would result in an expected SP of ~$15 AU on the basis of 1x P/E. My calcs are super rough and basic owing to not being on my computer playing in spreadsheets. I.e. there's a wide margin for error.
(20min delay)