Ann: Goulamina Funding Received, page-35

There are a lot of new faces on the FFX thread, probably a lot of new investors as we finally start hitting the radar.

This is an adaption of an old post I made, mainly for the newer entrants.

Our $4.1b NPV was based on SP6 prices of $1250 yr 1-5 then $900

The DFS gives a price sensitivity table for variations in certain parameters. (below)

One of those is SP6 pricing, for each 20% SP6 is above the above DFS figures, NPV goes up by US$1239.7m (A$1.652b)

Using the higher $1250 and the Allkem quoted $5000/t

Thats 400% higher (or 20 x 20%)

So 20 x 1.652b = 32b

Based on $5,000/t our NPV would go up $32b

For a total of A$36 Billion

Now prices are unlikely to average $5,000/t for the LOM

But Wow and what is our present market cap?