...it gets better than that ljcamp; if the price increases, the NPV increases MORE.
For example, if we look at the sensitivity analysis summary for SDV S1, we can see that an increase in pricing of 50% results in the NPV increasing from about $1.2B to almost $2.2B i.e. by almost $1B, or about 80%. So, it follows that if pricing were to be 50% higher than the base-case they have used, then the NPV for S1+S2, which is about USD$3B, would increase to somewhere around USD$5.5B. That's AUD$7.3B. Wow.
[ps. a doubling of price sends the SDV NPV to about USD$8B afaict, but let's not get carried away! ]
GLA
IMO DYOR!
AKE Price at posting:
$13.31 Sentiment: Buy Disclosure: Held
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