Right next to the US$399m NPV scenario (based on US$13k/t sales price) published by AGY, is another scenario at a sale prices of US$15k/t for an NPV of US$574m, which is A$800m, significant above current market cap.
Now considering that the carbonate average contract price was already above US$30k/t back in February and still chasing the US$70k/t spot-price, the NPV would be at least double the A$800m scenario.
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