This is my point exactly, we can't predict the price. But we have a spot price which is a fact.
And yet the spot price is not even built into the sensitivity analysis?
Using the spot price will have an NPV far lower than CAPEX - that is my point we need to use the data and facts we have now for inputs on economic models not predicted furutre prices.
Its always good to add assumptions so we can see the upside IF the future prices are stronger but we need to see the base case scenrio and they clearly haven't shown that..... and for a reason
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