85%-ownership: Spot-Price Case Post-Tax NPV10 of US$399 million and 61% IRR,,underpinned by Base Caseassumptions (Minbos will have an 85% ownership interest in the project, with the other 15% held by localpartners).• The current market for fertilizers has potentially been altered fundamentally by the decarbonisation of globalenergy markets - a trend that appeared in both energy and fertilizer markets well before the Ukraine invasion.
US399 (AFTER TAX) NPV equates to A$641mill. Talk about upside potential from a $75mill mc and $55mill enterprise value (likely more than $20mill cash on hand).
Even the base case US$203 for our 85% share using the 15 year average is worth A$326mill.
Very good news to my ears! (or eyes in this case).
Ann: DFS Delivers Compelling Economics for Cabinda Project, page-7
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