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re: Ann: Ativa Zone - Indicated and Inferred ... Ran a very...

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    re: Ann: Ativa Zone - Indicated and Inferred ... Ran a very conservative 10 year (GRAPHITE ONLY) scenario thru my calc with following assumptions:

    - Throughput: 800k tonnes pa
    - CAPEX: $100M
    - Graphite grade: 18%
    - Graphite price: $1,200 AUD per tonne
    - Discount rate: 10%
    - Tax (incl royalty): 35%

    This gives a net cashflow of $742M and a discounted NPV of $417M.

    If I add vanadium (starting from year 2), with a vanadium price of $5 per lb and grade at 0.40%, the net cashflow jumps to around $846M and NPV to around $473M. However this is pretty basic...upgrading vanadium product can generate significantly more but not possible to factor this in to calc.

    Cdchi1


 
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